Jess Dohner Named Among the Nation’s Top 30 Investment Program Managers
Jess Dohner. Photo courtesy of the Johnson Financial Group.
[Madison, Wisconsin] — [June 18, 2020] – Jess Dohner, VP Financial Advisory Manager with Johnson Financial Group Financial Advisors located at 10 E. Doty Street, Suite 320 in Madison, WI, was recently recognized as one of the Top 30 Program Managers in the country by Bank Investment Consultant (BIC), a leading information source for bank and credit union financial advisors.
According to BIC, the list recognizes investment program managers located in banks and credit unions based on several qualifying criteria, including the number of advisors they oversee, team assets under management*, percentage growth in team production, and production per advisor.
“On behalf of LPL, I congratulate Jess on being recognized for his leadership and management of the investment program located at Johnson Financial Group Financial Advisors,” said Arthur Osman, LPL Financial executive vice president, Institution Services. “It takes vision, support from the institution and partners, and commitment from a talented team to be able to lead a program to these heights. We applaud Jess and the team for the work they do and we look forward to supporting their continued success.”
“On behalf of Johnson Financial Group, I congratulate Jess on this industry recognition that demonstrates his commitment to building trusted relationships and providing value to our clients,” said Brian Andrew, President and Chief Investment Officer, Johnson Financial Group.
The investment program Johnson Financial Group Financial Advisors is supported by LPL Financial, a leading retail investment advisory firm and independent broker/dealer. LPL Financial is the nation’s leading provider of third-party investment services to financial institutions, offering insurance and investment services to more than 800 banks and credit unions nationwide**. The Institution Services offering provides consulting, back-office support, access to technology and resources delivering integrated capabilities, and solutions to address the evolving needs of bank and credit union investment programs.
About Johnson Financial Group Financial Advisors
The investment program Johnson Financial Group Financial Advisors is supported by LPL Financial, a leading retail investment advisory firm and independent broker/dealer. Our team of advisors strives to help clients make the most of their money and their life by developing a financial plan with the appropriate investment solutions to meet their unique goals.
About LPL Financial
LPL Financial (https://www.lpl.com) is a leader in the retail financial-advice market and the nation’s largest independent broker-dealer***. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning, and asset-management solutions.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
*The team assets under management numbers reported by BIC include advisory and brokerage assets serviced by the advisor team. Asset numbers reported were as of 01/1/2020.
**Source: 2018/2019 Kehrer Bielan TPM Survey. Based on Financial Institution Market Share.
***Based on total revenues, Financial Planning magazine June 1996-2019
LPL Financial, Johnson Financial Group and Bank Investment Consultant are not affiliated entities.
NOTE: This press release was submitted to Urban Milwaukee and was not written by an Urban Milwaukee writer. While it is believed to be reliable, Urban Milwaukee does not guarantee its accuracy or completeness.
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