Jason N. Schmitt

JACOBSON & SCHMITT ADVISORS

Montgomery, OH

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CRD#: 4777151

Professional summary

Jason Nordeen Schmitt, CFP®, CPWA® is a registered financial advisor currently at JACOBSON & SCHMITT ADVISORS, LLC located in Montgomery, Ohio.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jason has worked at 2 firms and has passed the Series 63, Series 65 and Series 7 exams.

Biography

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.”

Question & Answer

What are your service offerings?

Retirement Planning

Socially Responsible Investing

Comprehensive Financial Planni...

Investment Planning

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

College/Education Planning

Corporate Executives

Entrepreneurs

Estate & Generational Planning...

Are you a "fiduciary"?

Yes

Aliases

None

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 Jason Nordeen Schmitt's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2008

CPWA^®

Certified Private Wealth Advisor

Start date: 2016-05-25

Expire date: 2024-04-30

Experience

Current

May 30, 2006 - Present

JACOBSON & SCHMITT ADVISORS, LLC

RIA

CRD#: 140431

Montgomery, OH

Past

March 24, 2005 - June 16, 2009

BUTTONWOOD PARTNERS, INC.

CRD#: 27108

MADISON, WI

Past

June 3, 2004 - April 25, 2005

BUTTONWOOD PARTNERS, INC.

RIA

CRD#: 27108

MADISON, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JACOBSON & SCHMITT ADVISORS, LLC

CRD#: 140431 / SEC#: 801-66735

RIA

Registered Investment Advisory firm - (5/25/2006 Approved)

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

Ohio
(9/29/2023)

IAR

Texas
(11/18/2019)

IAR

Wisconsin
(5/30/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/22/2005

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/1/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/23/2005

General Securities Representative Examination

Current Firm

JACOBSON & SCHMITT ADVISORS, LLC

CRD#: 140431 / SEC#: 801-66735

RIA

Registered Investment Advisory firm - (5/25/2006 Approved)

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Contact information

Main Address

8333 Greenway Blvd Suite 330, Middleton, WI 53562

Mailing Address

Phone number

(608) 662-7500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JACOBSON & SCHMITT DISCLOSURE BROCHURE (3/7/2025)

Regulatory assets under management

Total Number of Accounts	1,149
AUM (Assets Under Management)	$ 589,962,622

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Jason N. Schmitt

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Nordeen Schmitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

JACOBSON & SCHMITT ADVISORS, LLC

BUTTONWOOD PARTNERS, INC.

BUTTONWOOD PARTNERS, INC.

Primary Firm SEC Registration

JACOBSON & SCHMITT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/22/2005

Series 65

Date: 6/1/2004

Series 7

Date: 3/23/2005

Current Firm

JACOBSON & SCHMITT ADVISORS, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JACOBSON & SCHMITT ADVISORS, LLC

TRUST BUT VERIFY

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