JS
Jayson Schmitt
CHANDLER ASSET MANAGEMENT
SAN DIEGO, CA 92121
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CRD#: 4892847
JS
Professional summary
Jayson Schmitt is a registered financial advisor currently at CHANDLER ASSET MANAGEMENT INC located in San Diego, California.
Jayson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jayson has worked at 1 firm .
Question & Answer
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.
CRS (Client Relationship Summary) - RIA
Click below to view Jayson Schmitt'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®
NoneExperience
Current
August 3, 2005 - Present
CHANDLER ASSET MANAGEMENT INC
Office #1: 6225 Lusk Boulevard, San Diego, CA 92121RIA
CRD#: 107287
SAN DIEGO, CA
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".
CA
CHANDLER ASSET MANAGEMENT INC
CHANDLER ASSET MANAGEMENT INC | N/A
CRD#: 107287 / SEC#: 801-44378
RIA
Registered Investment Advisory firm - (7/22/1993 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
California(8/3/2005)
IAR
Texas(11/25/2009)
Exams
Current Firm
CA
CHANDLER ASSET MANAGEMENT INC
CHANDLER ASSET MANAGEMENT INC | N/A
CRD#: 107287 / SEC#: 801-44378
RIA
Registered Investment Advisory firm - (7/22/1993 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9255 Towne Centre Drive Suite 600, San Diego, CA 92121
Mailing Address
Phone number
(858) 546-3737
Established
Firm type
Fiscal year end
# of Employees
52
SEC notice filing (44 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,049 |
| AUM (Assets Under Management) | $ 41,582,938,832 |
Red Flags
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