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Jayson Andrew Voigt

Francis LLC

Brookfield, WI

CRD 3010958

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Employer firm

Francis LLC CRD 130687

98 advisory clients

Reported services (Item 5G)

  • Pension consulting
  • Selection of other advisers
  • Educational seminars
  • CORPORATE FINANCIAL WELLNESS, PENSION PLAN PARTICIPANT ADVISORY/EDUCATION

From the firm’s Form ADV. Read the guides:

Current Employers
Francis Llc

19435 W. Capitol Drive, Brookfield, WI 53045 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2017-11-04
  • WI RA
    APPROVED
    Since 2017-11-04

Branch Locations

19435 W. Capitol Drive, Brookfield, WI 53045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Zeiders Enterprises Wood Bridge VA 09/2012 06/2017
Francis Investment Counsel Llc Brookfield WI 07/2017 Present
  • 09/2012 → 06/2017
    Zeiders Enterprises
    Wood Bridge, VA
  • 07/2017 → Present
    Francis Investment Counsel Llc
    Brookfield, WI
Previous Registrations
  • 2006-06-08 → 2010-03-12
    Filbrandt Investment Advisers Incorporated
    Middleton, WI
Other Businesses

PARTNER OF VOIGT'S PLOVER MEADOWS IN PLOVER, WI SINCE 1/1/2005. VOIGT'S PLOVER MEADOWS IS A MANUFACTURED HOUSING COMMUNITY THAT IS NOT INVESTMENT RELATED. DUTIES INCLUDE RENT COLLECTION, BOOK-KEEPING, AND MANAGEMENT OF ON-SITE MANAGER. LESS THAN TEN HOURS PER MONTH ARE DEVOTED TO THIS, NONE OF WHICH OCCUR DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-06-19
S63 Uniform Securities Agent State Law Examination 1998-05-13
  • S65 Uniform Investment Adviser Law Examination
    2006-06-19
  • S63 Uniform Securities Agent State Law Examination
    1998-05-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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