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Jason Nordeen Schmitt
Chief Executive Officer at Jacobson & Schmitt Advisors LLC
Profile
Mr. Jason N.
Schmitt is aLead Advisor, Managing Partner & Chief Financial Officerat Jacobson & Schmitt Advisors LLC.
Today, he serves on the investment committee helping determine portfolio direction and composition.
He co-founded the firm in June 2006.
Mr. Schmitt was director of business development for a local broker-dealer, where he focused on sales and marketing of the firm’s money management services.
Before that, heworked for seven years at a Madison-based bank, including as an assistant vice president/branch manager.
He holds a bachelor’s degree from North Dakota State University.
He is a Certified Financial Planner™ and Certified Private Wealth Advisor® professional who provides financial planning services and investment advice to the firm’s clients.
Jason Nordeen Schmitt active positions
Companies | Position | Start |
---|---|---|
Jacobson & Schmitt Advisors LLC
![]() Jacobson & Schmitt Advisors LLC Investment ManagersFinance Founded in 2006, Jacobson & Schmitt Advisors LLC is a wealth management firm and registered investment advisor located in Madison, Wisconsin. The firm provides wealth advisory services to individuals, trusts, estates, charitable organizations, foundations, pensions, retirement and profit-sharing plans, institutions, and small businesses. ^ | Chief Executive Officer | 31/05/2006 |
Former positions of Jason Nordeen Schmitt
Companies | Position | End |
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Buttonwood Partners, Inc.
![]() Buttonwood Partners, Inc. Investment ManagersFinance Buttonwood Partners, Inc. is an independent asset management firm headquartered in Madison, Wisconsin. The firm was founded by M. Allen Jacobson and Christopher Bugg in 1990. Buttonwood Partners provides advisory services to individuals, pension and profit-sharing trusts, other trusts, charitable organizations, corporations, and other entities. | Corporate Officer/Principal | 30/05/2006 |
Training of Jason Nordeen Schmitt
North Dakota State University | Undergraduate Degree |
Experiences
Positions held
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Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Jacobson & Schmitt Advisors LLC
![]() Jacobson & Schmitt Advisors LLC Investment ManagersFinance Founded in 2006, Jacobson & Schmitt Advisors LLC is a wealth management firm and registered investment advisor located in Madison, Wisconsin. The firm provides wealth advisory services to individuals, trusts, estates, charitable organizations, foundations, pensions, retirement and profit-sharing plans, institutions, and small businesses. ^ | Finance |
Buttonwood Partners, Inc.
![]() Buttonwood Partners, Inc. Investment ManagersFinance Buttonwood Partners, Inc. is an independent asset management firm headquartered in Madison, Wisconsin. The firm was founded by M. Allen Jacobson and Christopher Bugg in 1990. Buttonwood Partners provides advisory services to individuals, pension and profit-sharing trusts, other trusts, charitable organizations, corporations, and other entities. | Finance |
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