Jon H Woo
Investment adviser representative at Nicolet Wealth Management
11 yearsExperience
2 statesRegistered in
CFADesignation
$4.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Nicolet Wealth ManagementApr 2025 to now
- Not EmployedMar 2024 to Mar 2025
- United Natural Food ServicesMay 2019 to Feb 2024
- Wells Fargo Private BankSep 2015 to Apr 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
Nicolet Wealth Management
Legal name: Nicolet Advisory Services, LLC
$4.3BAssets managed
3,849Clients
46Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2364862
- Firm CRD
- 283940