Jesse K. Margetson, CFP®
Senior Human Capital Advisor

Jesse Margetson is a Senior Human Capital Advisor with Johnson Financial Group. Jesse specializes in family wealth dynamics, helping families identify their purpose, mission, and vision to align with their financial goals. With a deep understanding of each family member's strengths and contributions, Jesse fosters open communication and transparency, empowering current and future leaders through effective stewardship. Committed to nurturing family continuity through transitions, Jesse emphasizes the importance of individual and collective thriving alongside wealth.

With a strong focus on spirituality and philanthropy, Jesse guides families in establishing robust financial structures that support their legacy and values. Through effective conflict management strategies and an emphasis on healthy relationships, Jesse helps families navigate the challenges and opportunities that come with wealth. Drawing on her extensive background in creating complex financial plans, Jesse is experienced in coordinating seamlessly with estate planning attorneys and tax advisors to ensure that financial aspirations are in harmony with family priorities.

Jesse earned her Bachelor of Arts degree in International Studies with a focus in Global Trade and Economics and minor in Religious Studies from the University of North Carolina – Chapel Hill. Prior to joining JFG, Jesse was the Head of Wealth Planning at an independent investment advisory firm. Previously, she spent 12 years with UBS Financial Services in various financial planning roles serving high and ultra-high net worth clients. Jesse is a Certified Financial Planner ™ and holds the Series 66 license.

Exploring the beauty of the Rocky Mountains whenever possible, Jesse enjoys hiking in the summer and skiing in the winter.  She cherishes time with her husband and their two young children.