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Jaeson Allen min Schmidt

Lake Street Capital Markets, LLC

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About Jaeson Allen min Schmidt

Jaeson Allen min Schmidt is a financial advisor with over 15 years of experience in the industry. Jaeson is currently registered with Lake Street Capital Markets, LLC, a firm that specializes in providing investment banking and capital markets services. Jaeson has a broad range of experience, having previously worked for CRAIG-HALLUM CAPITAL GROUP LLC. Jaeson is licensed to provide investment advice in Minnesota and Puerto Rico.

Firm Information

Jaeson Schmidt is currently registered with Lake Street Capital Markets, LLC. Lake Street Capital Markets, LLC is a Limited Liability Company formed in May 2012. The firm is registered with the Securities and Exchange Commission and is also registered in 30 states.

Not reported

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jaeson Schmidt’s Registration & Firm History

MN

04/21/2014 - Present

Lake Street Capital Markets, LLC (MINNEAPOLIS MN)

MN

07/14/2008 - 04/15/2014

CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/08/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2008

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 11/17/2008

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 07/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jaeson Allen min Schmidt.
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