A trusted financial partner that values you.
As an Associate Financial Consultant, Jack Paulson is dedicated to assisting clients with their financial planning needs. With a focus on both short- and long-term goals, Jack works closely with his clients, empowering them to make informed decisions about their wealth. He believes that trust and compassion are the foundation of every client relationship, and he prioritizes building these close-knit connections from the start of the financial planning process. Jack aims to ensure each client feels valued and understood.
Experience
- Started working in the financial services industry in 2020
- Joined Johnson Financial Group Financial Advisors in 2024
- Graduated from University of Wisconsin – Oshkosh with a degree in economics.
- Holds FINRA Series 7 and 66 licenses through LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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Ask Me About
- Investments
- Financial Planning
- Retirement Planning
Community Involvement
- Resident of West De Pere
- Pink Flamingos volunteer