Christopher E. Johnson

JACOBSON & SCHMITT ADVISORS

Middleton, WI 53562

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CRD#: 6077904

Professional summary

Christopher Eugene Johnson, CFP®, who also goes by Christopher Eugene Johnson, Christopher Johnson, is a registered financial advisor currently at JACOBSON & SCHMITT ADVISORS, LLC located in Middleton, Wisconsin.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Christopher has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher Eugene Johnson | Christopher Johnson

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.

09/2015-PRESENT, Agent for VARIOUS INSURANCE CARRIERS, MCFARLAND, WI, INVESTMENT RELATED, INSURANCE SALES, INSURANCE AGENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Eugene Johnson's CRS (Customer Relationship Summary).

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

Start date: 2016

Experience

Current

February 1, 2018 - Present

JACOBSON & SCHMITT ADVISORS, LLC

Office #1: 8333 Greenway Blvd Suite 330, Middleton, WI 53562

RIA

CRD#: 140431

Middleton, WI

Past

September 30, 2015 - January 25, 2018

WADDELL & REED

RIA

CRD#: 866

WAUKESHA, WI

Past

September 30, 2015 - January 25, 2018

WADDELL & REED

CRD#: 866

WAUKESHA, WI

Past

April 4, 2014 - September 16, 2015

OSAIC SERVICES, INC.

CRD#: 133763

MILWAUKEE, WI

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".

JACOBSON & SCHMITT ADVISORS, LLC

CRD#: 140431 / SEC#: 801-66735

RIA

Registered Investment Advisory firm - (5/25/2006 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
(2/1/2018)

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 66

Date: 6/3/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/25/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/3/2014

General Securities Representative Examination

Current Firm

JACOBSON & SCHMITT ADVISORS, LLC

CRD#: 140431 / SEC#: 801-66735

RIA

Registered Investment Advisory firm - (5/25/2006 Approved)

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Contact information

Main Address

8333 Greenway Blvd Suite 330, Middleton, WI 53562

Mailing Address

Phone number

(608) 662-7500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JACOBSON & SCHMITT DISCLOSURE BROCHURE (3/7/2025)

Regulatory assets under management

Total Number of Accounts	1,149
AUM (Assets Under Management)	$ 589,962,622

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Christopher E. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Eugene Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

JACOBSON & SCHMITT ADVISORS, LLC

WADDELL & REED

WADDELL & REED

OSAIC SERVICES, INC.

Primary Firm SEC Registration

JACOBSON & SCHMITT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/3/2014

SIE

Date: 1/25/2018

Series 7

Date: 4/3/2014

Current Firm

JACOBSON & SCHMITT ADVISORS, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JACOBSON & SCHMITT ADVISORS, LLC

TRUST BUT VERIFY

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