Jason N. Schmitt
Lead Advisor, Managing Partner, Chief Financial Officer @Jacobson & Schmitt Advisors
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WORK HISTORY
Lead Advisor, Managing Partner, Chief Financial Officer @Jacobson & Schmitt Advisors
Middleton, WI, US
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.” We specialize in helping individuals and their families with any and all of their wealth needs including:→ Retirement Planning→ Charitable Giving→ Multi-generational Wealth Goals→ Planning for Major Life Events→ College & Education Planning
EDUCATION
College of Financial Planning
Financial Planning and Services
The University of Chicago Booth School of Business
Certified Private Wealth Advisor®
North Dakota State University
BS, Zoology
St. Cloud State University
Accounting
SKILLS
ABOUT JASON N. SCHMITT
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. Website: jandsadvisors.com
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