Adam Sweet has been Partner and Senior Portfolio Manager of Jacobson & Schmitt Advisors since June 2019, is a control person of the firm and directly owns between 10% and 25% of it.
Jacobson & Schmitt Advisors, LLC is a Middleton, WI firm with $676M under management, 462 clients and 12 advisers across 3 offices, as of its August 2026 filing.
- – present · 7 yearsMiddleton, WI · Adviser representative · Firm CRD 140431
Investment adviser representative registrations
Adam Sweet is registered as an investment adviser representative in Wisconsin, since July 2019.
- WisconsinSince 2 July 2019
Examinations
No examinations are on Adam Sweet’s record.
- Full name
- Adam Christopher Sweet
- CRD
- 7147458
- Firm
- Jacobson & Schmitt Advisors · CRD 140431
- Role
- Partner and Senior Portfolio Manager
- Office
- 8333 GREENWAY BLVD, SUITE 330, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Adam Sweet work?
Adam Sweet has been Partner and Senior Portfolio Manager of Jacobson & Schmitt Advisors, LLC since June 2019, and is a control person of the firm.
Is Adam Sweet a financial advisor?
Yes. Adam Sweet has a current investment-adviser registration in Wisconsin, through Jacobson & Schmitt Advisors since July 2019.
How many years of experience does Adam Sweet have?
Adam Sweet has 7 years in the financial industry, since July 2019, across 1 adviser firm.
Where is Adam Sweet based?
Adam Sweet’s registered office is in Middleton, WI.
Is Adam Sweet registered with FINRA?
No. Adam Sweet has no current broker registration.
How can I verify Adam Sweet’s record?
Search CRD 7147458 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Sweet’s full registration record.
