Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Schmitt is a financial advisor with Jacobson & Schmitt Advisors, LLC. Jason has been in the financial services industry since 2005. Jason holds a Series 7, Series 63, and Series 65 license. Jason also holds the designation of Certified Financial Planner. The advisor is registered with the state of Ohio, Texas, and Wisconsin. Jason previously worked at Buttonwood Partners, Inc. in Madison, Wisconsin.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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OH
05/30/2006 - Present
Jacobson & Schmitt Advisors, LLC (Montgomery OH)
WI
03/24/2005 - 06/16/2009
BUTTONWOOD PARTNERS, INC. (MADISON WI)
BC
Issued 04/22/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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