Jarret Johnson (CRD# 6974692) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Madison, WI and has 1 year of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rbc Capital Markets, LLC | Madison, WI | Nov 2019 - Current | 4 |
| University Of Wisconsin Madison - School Of Human Ecology | Madison, WI | May 2017 - Dec 2019 | 2 |
| University Of Wisconsin Madison | Madison, WI | Aug 2016 - Dec 2019 | 3 |
| Dane County Financial Education Center | Madison, WI | Jun 2019 - Aug 2019 | < 1 |
| Rbc Capital Markets, LLC | Brookfield, WI | Jun 2018 - Aug 2018 | < 1 |
| The Pharmacy Station | Burlington, WI | Jan 2016 - Jan 2017 | 1 |
| Burlington Area School District | Burlington, WI | Aug 2011 - Jun 2016 | 4 |
| Kohls | Burlington, WI | Aug 2015 - Oct 2015 | < 1 |
| Walmart | Delavan, WI | Apr 2014 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- TX
- WI
-
Total Assets Under Management183,481MILLIONS
-
Total Number of Accounts423,124ACCOUNTS
-
Average Account Value$433,634
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.