Jill Wegner has been Chief Compliance Officer of Jansen Wealth Management since November 2021, is a control person of the firm and directly owns under 5% of it.
Jansen Wealth Management LLC is an Altoona, WI firm with $132M under management, 237 clients and 2 advisers in one office, as of its March 2026 filing.
- Jansen Wealth Management LLCCurrent– present · 4 yearsAltoona, WI · Adviser representative · Firm CRD 317824
Investment adviser representative registrations
Jill Wegner is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2022; the most recent is Texas, in May 2024.
- TexasResidentSince 16 May 2024
- WisconsinSince 10 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 December 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jill Marilyn Wegner
- CRD
- 6996950
- Firm
- Jansen Wealth Management · CRD 317824
- Role
- Chief Compliance Officer
- Office
- 1476 BLAZING STAR BLVD, STE 3, Altoona, WI 54720
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Jill Wegner work?
Jill Wegner has been Chief Compliance Officer of Jansen Wealth Management LLC since November 2021, and is a control person of the firm.
Is Jill Wegner a financial advisor?
Yes. Jill Wegner has a current investment-adviser registration in Texas and Wisconsin, through Jansen Wealth Management since January 2022.
How many years of experience does Jill Wegner have?
Jill Wegner has 4 years in the financial industry, since January 2022, across 1 adviser firm.
What exams has Jill Wegner passed?
Jill Wegner passed the Series 65 in December 2021.
Where is Jill Wegner based?
Jill Wegner’s registered office is in Altoona, WI.
Is Jill Wegner registered with FINRA?
No. Jill Wegner has no current broker registration.
How can I verify Jill Wegner’s record?
Search CRD 6996950 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jill Wegner’s full registration record.
