Jason Schmitt has been Member, Chief Compliance Officer and Lead Advisor of Jacobson & Schmitt Advisors since April 2006, is a control person of the firm and directly owns between 50% and 75% of it. Jason Schmitt holds a Bachelor's degree from North Dakota State University.
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.
Jason Schmitt is Lead Advisor, Managing Partner and Chief Financial Officer of Jacobson & Schmitt Advisors. He is a co-founder of the firm and serves on its investment committee, helping determine portfolio direction and composition. He provides financial planning services and investment advice to the firm's clients.
Jason Schmitt’s longest registration is the current one, 20 years at Jacobson & Schmitt Advisors since 2006. Before joining Jacobson & Schmitt Advisors in 2006, Jason Schmitt was registered through Buttonwood Partners, Inc.
- – present · 20 yearsMontgomery, OH · Adviser representative · Firm CRD 140431
- Buttonwood Partners, Inc.– · under a yearMadison, WI · Adviser representative · Firm CRD 27108
Professional designations
Listed by Jacobson & Schmitt Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Private Wealth Advisor® (CPWA®)
Investment adviser representative registrations
Jason Schmitt is registered as an investment adviser representative in 3 states. The first approvals date from May 2006; the most recent is Ohio, in September 2023.
- OhioSince 29 September 2023
- TexasSince 18 November 2019
- WisconsinSince 30 May 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 22 April 2005 |
| Series 7 | General Securities Representative Examination | 23 March 2005 |
| Series 65 | Uniform Investment Adviser Law Examination | 1 June 2004 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jason Nordeen Schmitt
- CRD
- 4777151
- Firm
- Jacobson & Schmitt Advisors · CRD 140431
- Role
- Member, Chief Compliance Officer and Lead Advisor
- Office
- Montgomery, OH
- Registration
- Investment adviser registration
- In the industry since
- July 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- jandsadvisors.com
Where does Jason Schmitt work?
Jason Schmitt has been Member, Chief Compliance Officer and Lead Advisor of Jacobson & Schmitt Advisors, LLC since April 2006, and is a control person of the firm.
Is Jason Schmitt a financial advisor?
Yes. Jason Schmitt has a current investment-adviser registration in Ohio, Texas and Wisconsin, through Jacobson & Schmitt Advisors since May 2006.
How many years of experience does Jason Schmitt have?
Jason Schmitt has 21 years in the financial industry, since July 2005, across 2 adviser firms.
What exams has Jason Schmitt passed?
Jason Schmitt has passed 3 licensing exams: the Series 65, Series 7 and Series 63. The earliest, the Series 65, was passed in June 2004.
Where did Jason Schmitt work before Jacobson & Schmitt Advisors?
Before Jacobson & Schmitt Advisors, Jason Schmitt was registered through Buttonwood Partners, Inc., June 2004 to April 2005.
Where is Jason Schmitt based?
Jason Schmitt’s registered office is in Montgomery, OH.
Is Jason Schmitt registered with FINRA?
No. Jason Schmitt has no current broker registration.
Is Jason Schmitt a CFP?
Jacobson & Schmitt Advisors lists Jason Schmitt with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Jason Schmitt, CFP®, CPWA®, CCFC biography, jandsadvisors.com
How can I verify Jason Schmitt’s record?
Search CRD 4777151 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Schmitt’s full registration record.