Jill Marie Spielmann Carter

Employer firm

Johnson Wealth Inc. CRD 125557

$10.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2015 → Present
  Johnson Bank
  Waukesha, WI
• 10/2016 → Present
  Johnson Wealth Inc
  Waukesha, WI

Other Businesses

Johnson Bank; investment related affiliate; N22W23991 Ridgeview Pkwy, Waukesha, WI; wealth management, trust services, banking, loans; Wealth Advisor; June 2015; full-time wealth advisor and dual employee of Johnson Bank and Johnson Wealth Inc.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-26
• S63 Uniform Securities Agent State Law Examination
  2006-07-28

Other Names

• Jill Marie Nawrocki
• Jill Spielmann
• Jill Marie Spielmann Carter
• Jill Marie Spielmann