# JESSICA K. MARGETSON

JESSICA K. MARGETSON is an investment adviser representative (IAR) with state registration records since 2010, appearing at 4 firms. Currently registered with JOHNSON FINANCIAL GROUP LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [JOHNSON FINANCIAL GROUP LLC](https://search.stillhousedata.com/firm/125101) | 2024-08-02 | present | Yes |
| [JFG WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/285023) | 2024-08-02 | 2026-01-19 | — |
| [INVICTUS PRIVATE WEALTH, LLC](https://search.stillhousedata.com/firm/317727) | 2022-07-01 | 2024-07-02 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2010-11-19 | 2022-06-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5410285)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5410285.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.