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Christopher Eugene Johnson

Jacobson & Schmitt Advisors, LLC

Middleton, WI

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Current Employers
Jacobson & Schmitt Advisors, Llc

8333 Greenway Blvd Suite 330, Middleton, WI 53562 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2018-02-01
  • WI RA
    APPROVED
    Since 2018-02-01

Branch Locations

8333 Greenway Blvd Suite 330, Middleton, WI 53562 • 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
Waddell & Reed Inc Waukesha WI 09/2015 01/2018
Various Insurance Carriers For W & R Insurance Agencies Mcfarland WI 09/2015 01/2018
Jacobson & Schmitt Advisors, Llc Madison WI 01/2018 04/2025
Jacobson & Schmitt Advisors, Llc Madison WI 04/2025 Present
Previous Registrations
  • 2015-09-30 → 2018-01-25
    Waddell & Reed
    Waukesha, WI
Other Businesses

09/2015-PRESENT, Agent for VARIOUS INSURANCE CARRIERS, MCFARLAND, WI, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-03
  • S66 Uniform Combined State Law Examination
    2014-06-03
Designations
Other Names
  • Christopher Johnson
  • Christopher Eugene Johnson

View on SEC IAPD

Other Firms

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MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CHARLES SCHWAB & CO., INC.
EDWARD JONES

Other Investors

JOHN-THOMAS PETREE
BRIAN VETROVEC
JAMES P SOLBERG
JACK DRANEY
BRANDON JOHN GASSER
ALEX DAVID BROST
MICHELLE ROSALYN TODD
ALINA M. ANDRECAN

Other Offices

STRATEGIC ADVISERS LLC · MIDDLETON, WI
CANOPY WEALTH MANAGEMENT · MIDDLETON, WI
MORGAN STANLEY · Middleton, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Middleton, WI
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · MIDDLETON, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · MIDDLETON, WI
CHARLES SCHWAB & CO., INC. · Middleton, WI
EDWARD JONES · MIDDLETON, WI

More in Middleton, WI

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