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JS

Jan P. Schmeits

MODERN ASSET MANAGEMENT
Columbus, NE 68601
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CRD#: 4722724
JS
Jan Paul SchmeitsMODERN ASSET MANAGEMENT

Professional summary

Jan Paul Schmeits, who also goes by J P Schmeits, Jan Paul Schmeits Mr., is a registered financial advisor currently at MODERN ASSET MANAGEMENT LLC located in Columbus, Nebraska.

Jan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jan has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

J P Schmeits | Jan Paul Schmeits Mr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jan Paul Schmeits's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 26, 2000 - Present

MODERN ASSET MANAGEMENT LLC

Office #1: 2204 14th Street Po Box 1065, Columbus, NE 68601
RIA
CRD#: 128768
Columbus, NE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Nebraska
(1/26/2000)
IAR
Texas
(10/19/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/16/1999
Uniform Investment Adviser Law Examination

Current Firm

MA
MODERN ASSET MANAGEMENT LLC
JAN PAUL SCHMEITS | MPT-MODERN ASSET MANAGEMENT | MODERN ASSET MANAGEMENT LLC | JP SCHMEITS PC

CRD#: 128768 / SEC#:

Nebraska
Registered Investment Advisory firm - (1/26/2000 Approved)
Texas
Registered Investment Advisory firm - (10/19/2016 Conditional Restricted)
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Contact information

Main Address
1365 24th Avenue, Suite 100, Columbus, NE 68601-1065
Mailing Address
P O Box 1065, Columbus, NE 68602-1065
Phone number
(402) 563-3538
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts263
AUM (Assets Under Management)$ 26,430,190

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MODERN ASSET MANAGEMENT LLC

CRD#: 128768Columbus, NE 68601

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