Milton A. Jacobson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Milton Allen Jacobson, who also goes by Allen Jacobson, M Allen Jacobson, was a registered financial professional .
Milton is a previously registered financial professional and started their career in finance in 1974. Milton had worked at 7 firms and has passed the Series 65, Series 63, Series 1, Series 28 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 30, 2006 - May 21, 2019
JACOBSON & SCHMITT ADVISORS, LLC
October 24, 1990 - June 23, 2009
BUTTONWOOD PARTNERS, INC.
October 16, 1990 - June 23, 2009
BUTTONWOOD PARTNERS, INC.
July 2, 1990 - October 23, 1990
AEGON USA SECURITIES INC.
October 17, 1988 - July 20, 1990
DAIN RAUSCHER INCORPORATED
August 11, 1980 - October 17, 1988
THE MILWAUKEE COMPANY
November 13, 1975 - September 29, 1987
E. F. HUTTON & COMPANY INC
August 13, 1974 - November 16, 1975
PIPER SANDLER & CO.
Primary Firm SEC Registration
JACOBSON & SCHMITT ADVISORS, LLC
CRD#: 140431 / SEC#: 801-66735
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 8/8/1974
Registered Representative ExaminationSeries 28
Date: 8/16/1990
Introducing Broker/Dealer Financial Operations Principal ExaminationCurrent Firm
JACOBSON & SCHMITT ADVISORS, LLC
CRD#: 140431 / SEC#: 801-66735
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,149 |
| AUM (Assets Under Management) | $ 589,962,622 |
Red Flags
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