Gestión patrimonial / Equipo de gestión patrimonial / Jon Deprey
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Headshot of Jon Deprey, a financial advisor at Nicolet Bank. Green Bay Downtown
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Jon Deprey Asesor Financiero

Jon Deprey es asesor financiero de Nicolet Wealth Management. jon se unió al equipo patrimonial en 2021. Está enfocado en crear relaciones sólidas con clientes y clientes para brindar opciones y soluciones que coincidan con sus objetivos del cliente. Jon vive actualmente en Luxemburgo. En su tiempo libre disfruta pasar tiempo con familiares y amigos y al mismo tiempo participar en diversos eventos deportivos.

Jon se graduó de Upper Iowa en 2021 con una licenciatura en Finanzas, Contabilidad, Negocios y tiene una maestría en Finanzas Corporativas. jon actualmente posee las licencias Serie 7 y Serie 66 junto con Vida, Accidentes y Salud Licencia de seguro.

Investment and insurance products:

  • Are Not FDIC Insured
  • May Lose Value
  • Are Not Bank Guaranteed
  • Are Not Deposits Are Not Guaranteed by Any Federal Government Entity
  • Are Not a Condition to Any Banking Service or Activity

Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.

Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

Trust services are offered through Nicolet National Bank, a national bank with trust powers.

Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.