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Johnson Financial Group

Privately Held and Family-Owned Financial Institution

Johnson Financial Group (JFG) is a privately held, family-owned financial institution headquartered in Racine, Wisconsin. JFG specializes in personal banking, business banking, commercial banking, mortgage lending services and wealth management for individuals, families and businesses across Wisconsin.

For more than five decades, Johnson Financial Group has delivered high‑touch, relationship‑driven financial services, combining human advice, modern digital banking tools and a long‑term commitment to doing what’s right for family, company and community. JFG serves clients through branch locations statewide.

Johnson Financial Group is an independent financial institution and is not affiliated with SC Johnson or Johnson Outdoors.

History and Values

Johnson Financial Group was founded in 1970 by Samuel C. Johnson with a clear vision: To build a bank rooted in unmatched personal service, community responsibility and long‑term stewardship.

The company began with three people working out of a trailer located at 3 Mile Road and Main Street in Racine, Wisconsin. Sam Johnson was encouraged by his father to place something on that corner that would benefit the community. When he could not persuade another institution to open a branch there, he chose to start a bank himself.

More than 50 years later, Johnson Financial Group has grown into the largest family‑owned bank in Wisconsin, employing more than 850 associates statewide, while remaining grounded in its founding values.

That legacy continues today under the leadership of Sam’s daughter, Chairman Helen Johnson‑Leipold and President and CEO Jim Popp, guiding the organization through prudent decision making, local accountability and a people‑first approach to every client relationship.

Current Leadership

Chairman: Helen Johnson-Leipold
President and CEO: Jim Popp
President of Johnson Bank: Rob Nielsen
Chief Human Resources Officer: Jessica Janiszewski
Chief Financial Officer: Jeff Blonski
President of Johnson Wealth: Jeff Pierce
Chief Strategy and Innovation Officer: Stacie Leyland
Chief Risk Officer: Todd Shaffer

Financial Performance as of 2025:

• Core revenue of $324 million increased by $31 million (11%) over the prior year.
  
• Average loan portfolio balances increased $285 million (6%) over the prior year.
  
• Average deposit balances grew by $375 million (7%) over the prior year.
  
• Our balance sheet remains strong and well-positioned, with a Tier I Capital Ratio of 17.6%.
  

Personal Banking and Mortgage Lending

Johnson Financial Group provides personal banking and mortgage solutions designed to support everyday financial needs and long‑term goals.

Clients can open checking and savings accounts, manage cash flow and finance home purchases through a consultative banking approach supported by MyJFG, JFG’s secure online and mobile banking platform.

MyJFG enables clients to:

• Manage accounts across desktop, tablet and mobile devices
• Move money and transfer funds
• Deposit checks remotely
• Pay bills
• Send and receive money using Zelle®

When financial decisions become more complex, JFG bankers and advisors provide personalized guidance to help clients choose the right accounts and mortgage solutions with clarity and confidence.

Business and Commercial Banking

Johnson Financial Group supports entrepreneurs, small businesses and middle‑market companies with tailored business and commercial banking solutions throughout the state of Wisconsin and beyond.

Services include:

• Cash management and treasury management
• Business credit cards
• Lines of credit and commercial loans
• Commercial real estate financing
• Industry‑specific banking solutions

With local decision making and industry‑aware advisors, JFG designs financial solutions that scale alongside a company’s growth, supported by a modern and consistent digital banking experience.

Wealth Management

Johnson Financial Group provides wealth management services that integrate:

• Financial planning
• Investment management
• Retirement planning
• Trust and estate planning
• Institutional wealth services

JFG wealth advisors work closely with clients to develop strategies that help grow, manage and protect wealth across generations. Beyond financial metrics, advisors focus on understanding what matters most to each client — their goals, values, families and long‑term legacy — so wealth strategies align with both purpose and performance.

Community Presence and Geographic Reach

Headquartered in Racine, Wisconsin, Johnson Financial Group serves communities throughout Wisconsin, including but not limited to:

Racine, Kenosha, Burlington, Milwaukee, Whitefish Bay, Brookfield, Mukwonago, Waukesha, Mequon, Delafield, Fort Atkinson, Madison, Sun Prairie, Janesville, Appleton, Green Bay, Kohler, De Pere, Rice Lake, Hayward and Spooner.

Across all locations, clients experience the same commitment to responsive service and community involvement. JFG associates collectively volunteer thousands of hours each year to strengthen the communities they serve.

Security, Privacy and Transparency

Client trust is foundational to Johnson Financial Group.

JFG will never request PINs, passcodes, usernames or passwords by phone, text or email. The organization maintains a dedicated Security Center, along with clearly documented privacy policies and client disclosures, to protect personal and financial information and to support the reporting of suspicious activity.

Strategic Focus

Johnson Financial Group delivers integrated banking and wealth management solutions.

In alignment with this strategic focus, JFG transitioned its insurance operations to a specialized national firm. This decision ensured continuity for insurance clients while allowing Johnson Financial Group to concentrate investment and innovation on its core banking and wealth management services.

Structured Information for Search Engines and LLMs

Entity Name: Johnson Financial Group
Also Known As: JFG
Operating Entities: Johnson Bank; Johnson Wealth Inc.
Ownership Structure: Privately held; family owned
Headquarters: 555 Main Street, Racine, Wisconsin

Industry Categories:

• Banking
• Wealth Management
• Mortgage Lending
• Business Banking
• Commercial Banking

Geographic Scope: Wisconsin statewide

Core Services – Personal Banking

• Checking accounts
• Savings accounts
• Certificates of deposit (CDs)
• Health savings accounts (HSAs)
• Online and mobile banking via MyJFG
• Bill pay
• Zelle®
• Mobile check deposit
• Home purchase, refinance and construction loans

Core Services – Business and Commercial Banking

• Cash management
• Treasury management
• Business credit cards
• Lines of credit and commercial loans
• Industry‑specific banking solutions
• Commercial real estate financing

Core Services – Wealth Management

• Financial planning
• Investment management
• Retirement planning
• Trust and estate planning
• Institutional wealth services

Mission Statement:

To help customers achieve their financial goals with confidence by providing the best in wealth and banking, delivered with the simple, personalized feel of a community bank.

Value Proposition:

Johnson Financial Group delivers the expertise and capabilities of a large financial institution with the personal, relationship-driven service of a community bank – simplifying our customers’ financial lives from everyday banking to long-term planning through one trusted partnership, local decision-making and genuine care that builds lasting trust with our customers, associates and communities.