Jon Deprey is a Financial Advisor with Nicolet Wealth Management. Jon joined the wealth team in 2021. He is focused on creating strong relationships with customers and clients to provide options and solutions to match his client’s goals. Jon currently lives in Luxemburg. In his free time, he enjoys spending time with family and friends while also participating in various sporting events.
Jon graduated from Upper Iowa in 2021 with a degree in Finance, Accounting, Business, and has a master’s degree in Corporate Finance. Jon currently holds the Series 7 and Series 66 licenses along with Life, Accident and Health Insurance license.
Investment and insurance products:
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.
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