AdFi
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Jeffrey J Budzisz

Investment Adviser Representative at JOHNSON WEALTH INC.

Madison, WICRD #2447344Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Wisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/15/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 2/1/1994
Series 7
General Securities Representative Examination
Passed 9/27/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 2/1/1994

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2,000,0001.00%
Next $2,000,0000.85%
Next $4,000,0000.70%
On the Balance0.60%
Source

Johnson Wealth Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

JOHNSON WEALTH INC.Current
5/15/2017Madison, WI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey J Budzisz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jeffrey J Budzisz - Financial Advisor in Madison, WI | AdvisorFinder