Jill Marilyn Wegner
Investment adviser representative at Jansen Wealth Management LLC
13 yearsExperience
2 statesRegistered in
$132.3MFirm assets
1 yearFirm in business
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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.
- Portfolio management
Experience
13 years in the industry.
- Jansen Wealth Management LLCDec 2020 to now
- Shillin Wealth ManagementJul 2018 to Dec 2020
- Cascades Tissue GroupApr 2018 to Jul 2018
- UnemployedJan 2018 to Apr 2018
- University of Wisconsin - Eau ClaireOct 2016 to Jun 2017
- The Kitchen TableAug 2015 to Nov 2017
- StudentSep 2013 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Jansen Wealth Management LLC
$132.3MAssets managed
237Clients
2Advisers
1 yearIn 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
- 6996950
- Firm CRD
- 317824