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Jason Schmitt

CFP®, CPWA®
Jacobson & Schmitt Advisors, LLC
Madison, WI
Jacobson & Schmitt Advisors is laser focused on better outcomes for our clients.
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Meet Jason

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Introduction - Jason Schmitt
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Investment Management - Jason Schmitt
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Wealth Management - Jason Schmitt
Video Transcripts

Jason is co-founder of Jacobson & Schmitt Advisors. Today, he serves on the investment committee helping determine portfolio direction and composition. Jason is a Certified Financial Planner™ and Certified Private Wealth Advisor® professional who provides financial planning services and investment advice to the firm’s clients. Jason was director of business development for a local broker-dealer, where he focused on sales and marketing of the firm’s money management services. Before that,…

Jason is co-founder of Jacobson & Schmitt Advisors. Today, he serves on the investment committee helping determine portfolio direction and composition. Jason is a Certified Financial Planner™ and Certified Private Wealth Advisor® professional who provides financial planning services and investment advice to the firm’s clients. Jason was director of business development for a local broker-dealer, where he focused on sales and marketing of the firm’s money management services. Before that, Jason worked for seven years at a Madison-based bank, including as an assistant vice president/branch manager. He holds a bachelor’s degree from North Dakota State University. Jason enjoys traveling with his family and is an avid outdoorsman.

Jacobson & Schmitt Advisors, LLC. is a wealth management firm located in Madison, Wisconsin that is focused on helping clients build their unique legacy via thoughtful planning, directed investing, and advising on the myriad of life’s complicated financial decisions.

Philosophically, we use a total wealth approach, dubbed our “Total Household Wealth Strategy”. We believe this big picture approach provides our clients with the advice and investment management they and/or their families need to work towards achieving their unique financial goals. With this strategy, we seek to advise clients on balancing between working towards maximizing their lifestyle and achieving their financial goals. This consists of four areas of focus:

  1. Asset Allocation – we use a goals-based approach to developing an allocation for each client.
  2. Investment Efficiency – while related to asset allocation, this describes working with clients to utilize different account types and potential tactics to grow household net worth. This often involves a team approach with the client’s accountant and/or estate planning attorney.
  3. Investment Management – discretionary management of the client’s portfolio.
  4. Financial Advice – we encourage clients to reach out to us when they have personal finance questions that may have an impact on their financial situation and/or well-being.

Services offered

Investment management
Financial planning
Retirement planning
College planning
Real estate and mortgage advisory
Estate planning
Socially responsible investing

Experience with

Small business owners
Entrepreneurs
Families

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CPWA® - Certified Private Wealth Advisor®

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

Education

Bachelors
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