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Jay Wertz

Senior Portfolio Manager/Principal, Johnson Wealth Management at Johnson Investment Counsel

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Email Email: j****@johnsoninv.com

phone noPhone Number: (***)-***-****

Johnson Investment Counsel has steadily grown to become one of Ohio’s largest independent wealth management firms, currently serving clients in 47 states. As a fee-only wealth management ...

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JOHNSON INVESTMENT COUNSEL

JOHNSON INVESTMENT COUNSEL

  • description Description
    Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 49 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty...

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  • Employees count Employees 51-200
  • Revenue Revenue 10 Million to 25 Million
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Johnson Investment Counsel Org Chart and Mapping

Employees

Lia Reece

Operations Associate

Jim Witte

Portfolio Manager and Principal

Jenni Hanselman

Client Support Assistant

Tara Adams

Vice President Trust Services and Compliance

Nicole Utz

Portfolio Manager Assistant - Family Office Services

Frequently Asked Questions Regarding Jay Wertz

Answer: Jay Wertz works for Johnson Investment Counsel as Senior Portfolio Manager/Principal, Johnson Wealth Management

Answer: Jay Wertz’s role in Johnson Investment Counsel is Senior Portfolio Manager/Principal, Johnson Wealth Management

Answer: Jay Wertz's email address is j***@gmail.com

Answer: Jay Wertz's business email address is j****@johnsoninv.com

Answer: Jay Wertz’s direct phone number is (***)-***-****

Answer: Jay Wertz works in the industry of: Financial Services

Answer: Jay Wertz is the current Senior Portfolio Manager/Principal, Johnson Wealth Management at Johnson Investment Counsel.... Read More

Answer: Jay Wertz works Johnson Investment Counsel located at 7755 Montgomery Rd Ste 180, Cincinnati, Ohio, 45236, United States

Answer: Johnson Investment Counsel's Senior Portfolio Manager/Principal, Johnson Wealth Management is Jay Wertz

Answer: Jay Wertz contact details:

  • Phone number  :  (***)-***-****
  • Email  :  j****@johnsoninv.com

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