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Jason Nordeen Schmitt

Jacobson & Schmitt Advisors, LLC

Montgomery, OH

Middleton, WI

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Current Employers
Jacobson & Schmitt Advisors, Llc

8333 Greenway Blvd Suite 330, Middleton, WI 53562 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-09-29
TX RA APPROVED 2019-11-18
WI RA APPROVED 2006-05-30
  • OH RA
    APPROVED
    Since 2023-09-29
  • TX RA
    APPROVED
    Since 2019-11-18
  • WI RA
    APPROVED
    Since 2006-05-30

Branch Locations

Montgomery, OH • United States

8333 Greenway Blvd Suite 330, Middleton, WI 53562 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jacobson & Schmitt Advisors, Llc Montgomery OH 12/2005 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2005-04-22
S65 Uniform Investment Adviser Law Examination 2004-06-01
  • S63 Uniform Securities Agent State Law Examination
    2005-04-22
  • S65 Uniform Investment Adviser Law Examination
    2004-06-01
Designations

View on SEC IAPD

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