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- Custodian
- Alerus · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-25-2006
- Office Locations
- 3
Office Locations
About Jacobson & Schmitt Advisors, LLC
Jacobson & Schmitt Advisors is a fee-only, fiduciary advisory firm based in Middleton, WI serving families, small businesses, and nonprofits locally and nationwide. The team delivers goals-based financial planning (retirement, tax efficiency, net worth monitoring, legacy) paired with responsible, conscious investment management, often implemented via ETF-focused portfolios. A core differentiator is its structured “Money Mission” meeting/process that ties portfolios to client purpose and impact.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JASON NORDEEN SCHMITT
Chief Compliance Officer, LEAD ADVISOR, Private Wealth Advisor
- CRD
- #4777151
- Ownership
- 50% but less than 75%
Adam Christopher Sweet
Advisor, PARTNER, Senior Portfolio Manager
- CRD
- #7147458
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Erik Preston Barker
Wealth Advisor
- CRD
- #7298522
ANGELA MARY BEHM
Advisor
- CRD
- #5424359
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $676,435,703 | $523,557 |
| Non-Discretionary | $0 | -- |
| Total | $676,435,703 | $523,557 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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