Unclaimed Profile

Jason Daniel Johnson

NICOLET ADVISORY SERVICES, LLC·GREEN BAY, Wisconsin

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66Clean record15 years registeredNICOLET ADVISORY SERVICES, LLC

111 N. WASHINGTON STREET, GREEN BAY, WI 54301CRD# 5802034Firm CRD# 283940

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Daniel Johnson · GREEN BAY, WI

Registration

CRD #5802034 · NICOLET ADVISORY SERVICES, LLC · 15 years registered

Brand Profile

Not yet started

Career History

NICOLET WEALTH MANAGEMENT

Aug 2016 – present

SII INVESTMENTS, INC.

May 2011 – Dec 2017

GREEN BAY, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · May 17, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NICOLET ADVISORY SERVICES, LLC

CRD 283940 · SEC 801-108012

AUM

$3.7B

Regulatory assets under management

Employees

9,297 client accounts

Services offered by NICOLET ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NICOLET ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Daniel Johnson offer?

Jason Daniel Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREEN BAY, Wisconsin for a consultation.

What are Jason Daniel Johnson's credentials?

Jason Daniel Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Daniel Johnson located?

Jason Daniel Johnson is based in GREEN BAY, Wisconsin, working with NICOLET ADVISORY SERVICES, LLC. Their office serves clients in the GREEN BAY metropolitan area and surrounding communities.

How does Jason Daniel Johnson charge for services?

Jason Daniel Johnson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NICOLET ADVISORY SERVICES, LLC?

NICOLET ADVISORY SERVICES, LLC has approximately 60 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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