JACOBSON & SCHMITT ADVISORS, LLC of MIDDLETON, WI is an SEC-registered investment adviser (CRD 140431). Regulatory assets under management: $676.4M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Jason Nordeen Schmitt | MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR | — |
| Richard Jay Vanden Boogard | MEMBER, LEAD ADVISOR | — |
| Adam Christopher Sweet | PARTNER AND SENIOR PORTFOLIO MANAGER | — |
| JACOBSON MILTON ALLEN | MEMBER AND INVESTMENT ADVISER REPRESENTATIVE; MEMBER AND PRINCIPAL; MEMBER, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE | — |
| SCHMITT JASON NORDEEN | MEMBER AND INVESTMENT ADVISER REPRESENTATIVE; MEMBER,CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE; MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR | — |
| VANDEN BOOGARD RICHARD JAY | MEMBER, INVESTMENT ADVISOR REPRESENATIVE; MEMBER, LEAD ADVISOR | — |
| Sweet Adam Christopher | PARTNER AND SENIOR PORTFOLIO MANAGER | — |