Jason N. Schmitt, CFP^®

CPWA^®

Managing Partner, Chief Financial Officer

Jacobson & Schmitt Advisors, LLC

8333 Greenway Blvd, Ste 330
Middleton, WI 53562

FINANCIAL ADVISOR'S WEBSITE

www.jandsadvisors.com

(608) 662-7500 CONNECT WITH Jason

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

AUM and/or Flat fee

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Jacobson & Schmitt Advisors LLC

General

Jason Schmitt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jacobson & Schmitt Advisors, LLC in Middleton, WI and the surrounding communities.

Financial Advisor Overview

Jason Schmitt is a Madison, WI based, fee-only financial planner. As Co-Founder and Head of Jacobson & Schmitt Advisors, I lead a team of propose-driven advisors who strive to create the most successful outcomes possible for clients, our communities, and the environment by helping investors envision and achieve a mission for their money. Our team of genuine, truly caring professionals is dedicated to helping individuals and families optimize their wealth and invest their money in a way that will enhance their lives. We achieve this through a highly personalized and in-depth discovery process, objective and research-based advice, and socially responsible investment strategies all combined to create your “Money Mission Plan.”

Financial Advisor Experience

I lead a purpose-driven team of advisors who believe every dollar can create a positive impact on our lives, communities, and environment. We help conscious investors give their money a mission using a highly personalized guidance process, research-based advice, and socially responsible investment strategies.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CPWA^®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances