Christopher Eugene Johnson

Employer firm

Jacobson & Schmitt Advisors, LLC CRD 140431

$676M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 01/2018
  Waddell & Reed Inc
  Waukesha, WI
• 09/2015 → 01/2018
  Various Insurance Carriers For W & R Insurance Agencies
  Mcfarland, WI
• 01/2018 → 04/2025
  Jacobson & Schmitt Advisors, Llc
  Madison, WI
• 04/2025 → Present
  Jacobson & Schmitt Advisors, Llc
  Madison, WI

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

• S66 Uniform Combined State Law Examination
  2014-06-03

Designations

• Certified Financial Planner

Other Names

• Christopher Johnson
• Christopher Eugene Johnson