Christopher Johnson has been an investment adviser representative at Jacobson & Schmitt Advisors since February 2018, and is not listed among the firm’s executive officers or direct owners. Christopher Johnson holds a Bachelor's degree in Personal Finance from the University of Wisconsin-Madison.
Jacobson & Schmitt Advisors, LLC is a Middleton, WI firm with $676M under management, 462 clients and 12 advisers across 3 offices, as of its August 2026 filing.
Chris Johnson is Senior Wealth Advisor of Jacobson & Schmitt Advisors. He focuses on helping clients navigate their tax situations and develops financial plans that integrate tax strategies with the firm's investment strategy. He joined the firm in 2018 after spending four years in the traditional financial services industry.
Christopher Johnson’s longest registration is the current one, 8 years at Jacobson & Schmitt Advisors since 2018. Before joining Jacobson & Schmitt Advisors in 2018, Christopher Johnson was registered through Waddell & Reed.
- – present · 8 yearsMiddleton, WI · Adviser representative · Firm CRD 140431
- Waddell & Reed– · 2 yearsWaukesha, WI · Adviser representative · Firm CRD 866
Professional designations
Listed by Jacobson & Schmitt Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Christopher Johnson is registered as an investment adviser representative in Wisconsin, since February 2018.
- WisconsinSince 1 February 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 3 June 2014 |
| Series 7 | General Securities Representative Examination | 3 April 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher Eugene Johnson
- CRD
- 6077904
- Firm
- Jacobson & Schmitt Advisors · CRD 140431
- Office
- 8333 GREENWAY BLVD, SUITE 330, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jandsadvisors.com
Where does Christopher Johnson work?
Christopher Johnson is an investment adviser representative registered through Jacobson & Schmitt Advisors, LLC since February 2018, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Johnson a financial advisor?
Yes. Christopher Johnson has a current investment-adviser registration in Wisconsin, through Jacobson & Schmitt Advisors since February 2018.
How many years of experience does Christopher Johnson have?
Christopher Johnson has 12 years in the financial industry, since April 2014, across 2 adviser firms.
What exams has Christopher Johnson passed?
Christopher Johnson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2014. FINRA credited Christopher Johnson with the SIE, which began in October 2018.
Where did Christopher Johnson work before Jacobson & Schmitt Advisors?
Before Jacobson & Schmitt Advisors, Christopher Johnson was registered through Waddell & Reed, September 2015 to January 2018.
Where is Christopher Johnson based?
Christopher Johnson’s registered office is in Middleton, WI.
Is Christopher Johnson registered with FINRA?
No. Christopher Johnson has no current broker registration.
Is Christopher Johnson a CFP?
Jacobson & Schmitt Advisors lists Christopher Johnson with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Chris Johnson, CFP®, EA biography, jandsadvisors.com
How can I verify Christopher Johnson’s record?
Search CRD 6077904 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Johnson’s full registration record.
