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Eric Jochimsen

Jby Financial Planning

Sun Prairie, WI

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Current Employers
Jby Financial Planning

Sun Prairie, WI • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-01
  • WI RA
    APPROVED
    Since 2025-01-01

Branch Locations

Sun Prairie, WI • 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
Fidelity Brokerage Services Llc Middleton WI 09/2016 11/2019
Gwfs Equities, Inc Greenwood Village CO 11/2019 11/2023
Jby Financial Planning Llc Sun Prairie WI 10/2023 Present
  • 09/2016 → 11/2019
    Fidelity Brokerage Services Llc
    Middleton, WI
  • 11/2019 → 11/2023
    Gwfs Equities, Inc
    Greenwood Village, CO
  • 10/2023 → Present
    Jby Financial Planning Llc
    Sun Prairie, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-12
  • S66 Uniform Combined State Law Examination
    2015-11-12
Designations
Other Names
  • Eric James Jochimsen

View on SEC IAPD

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