Leah Halvorson has been an investment adviser representative at Jacobson & Schmitt Advisors since September 2025, and is not listed among the firm’s executive officers or direct owners.
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 · 1 yearMiddleton, WI · Adviser representative · Firm CRD 140431
Investment adviser representative registrations
Leah Halvorson is registered as an investment adviser representative in Wisconsin, since September 2025.
- WisconsinSince 30 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 September 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Leah Lillian Halvorson
- CRD
- 8158921
- Firm
- Jacobson & Schmitt Advisors · CRD 140431
- Office
- 8333 GREENWAY BLVD, SUITE 330, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Leah Halvorson work?
Leah Halvorson is an investment adviser representative registered through Jacobson & Schmitt Advisors, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Leah Halvorson a financial advisor?
Yes. Leah Halvorson has a current investment-adviser registration in Wisconsin, through Jacobson & Schmitt Advisors since September 2025.
How many years of experience does Leah Halvorson have?
Leah Halvorson has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Leah Halvorson passed?
Leah Halvorson passed the Series 65 in September 2025.
Where is Leah Halvorson based?
Leah Halvorson’s registered office is in Middleton, WI.
Is Leah Halvorson registered with FINRA?
No. Leah Halvorson has no current broker registration.
How can I verify Leah Halvorson’s record?
Search CRD 8158921 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Leah Halvorson’s full registration record.
