Jacob Johnson (CRD# 7856741) is an Investment Advisor Representative working at North Star Asset Management Inc. in Neenah, WI and has 1 year of experience in the finance industry.
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
CRD# 4323474
Lpl Financial LLC
CRD# 1487537
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| North Star Asset Management | Neenah, WI | Apr 2023 - Current | 1 |
| Thompson Investment Management | Madison, WI | Jun 2020 - Apr 2023 | 2 |
| University Of Wisconsin-madison | Madison, WI | Sep 2019 - May 2020 | < 1 |
| University Of Wisconsin-madison | Madison, WI | Sep 2015 - May 2020 | 4 |
| Mairs And Power, Inc. | St. Paul, MN | Jun 2019 - Aug 2019 | < 1 |
| University Of Wisconsin-madison | Madison, WI | Mar 2016 - May 2019 | 3 |
| J.p. Morgan Private Bank | Chicago, IL | Jun 2018 - Aug 2018 | < 1 |
| North Star Asset Management | Menasha, WI | May 2016 - Jul 2017 | 1 |
| Quiznos Inc. | Appleton, WI | Jun 2011 - Sep 2015 | 4 |
- WI
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Total Assets Under Management2,727MILLIONS
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Total Number of Accounts3,090ACCOUNTS
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Average Account Value$882,660
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, GA, IL, MD, MI, MN, NC, NJ, NY, OH, SC, TX, UT, WI
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