Jayson A. Voigt

FRANCIS LLC

Brookfield, WI 53045

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CRD#: 3010958

Professional summary

Jayson Andrew Voigt, CFP® is a registered financial advisor currently at FRANCIS LLC located in Brookfield, Wisconsin.

Jayson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jayson has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PARTNER OF VOIGT'S PLOVER MEADOWS IN PLOVER, WI SINCE 1/1/2005. VOIGT'S PLOVER MEADOWS IS A MANUFACTURED HOUSING COMMUNITY THAT IS NOT INVESTMENT RELATED. DUTIES INCLUDE RENT COLLECTION, BOOK-KEEPING, AND MANAGEMENT OF ON-SITE MANAGER. LESS THAN TEN HOURS PER MONTH ARE DEVOTED TO THIS, NONE OF WHICH OCCUR DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jayson Andrew Voigt's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

November 4, 2017 - Present

FRANCIS LLC

Office #1: 19435 W. Capitol Drive, Brookfield, WI 53045

RIA

CRD#: 130687

Brookfield, WI

Past

June 8, 2006 - March 12, 2010

FILBRANDT INVESTMENT ADVISERS INCORPORATED

RIA

CRD#: 104562

MIDDLETON, WI

Past

March 5, 1998 - January 17, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

March 5, 1998 - January 17, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FRANCIS LLC

FRANCIS INVESTMENT COUNSEL LLC | FRANCIS LLC | FRANCIS INVESTMENT COUNSEL, LLC

CRD#: 130687 / SEC#: 801-62841

RIA

Registered Investment Advisory firm - (3/12/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Wisconsin
(11/4/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/19/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/13/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/2/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FRANCIS LLC

FRANCIS INVESTMENT COUNSEL LLC | FRANCIS LLC | FRANCIS INVESTMENT COUNSEL, LLC

CRD#: 130687 / SEC#: 801-62841

RIA

Registered Investment Advisory firm - (3/12/2004 Approved)

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Contact information

Main Address

19435 W. Capitol Drive, Brookfield, WI 53045

Mailing Address

Phone number

(866) 232-6457

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (48 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FRANCIS LLC ADV PART 2A&B (3/31/2025)

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jayson A. Voigt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jayson Andrew Voigt's CRS (Customer Relationship Summary).

Certified licenses

Experience

FRANCIS LLC

FILBRANDT INVESTMENT ADVISERS INCORPORATED

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FRANCIS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/19/2006

Series 63

Date: 5/13/1998

Series 6

Date: 3/2/1998

Current Firm

FRANCIS LLC

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

FRANCIS LLC

TRUST BUT VERIFY

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