Jacobson & Schmitt Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

140431

SEC number

801-66735

Firm type

RIA

Assets under management

$676.4M as of May 6, 2026

Website

www.jandsadvisors.com ↗

Phone

(608) 662-7500

Address

8333 Greenway Blvd, Middleton, WI, 53562

Advisors at this firm

12 in our index · page 1 of 1

• Angela Mary BehmCRD 5424359 · Middleton, WI
  IA Registered
• Erik Preston BarkerCRD 7298522 · Middleton, WI
  IA Registered
• Lucy Noelle CuffCRD 7794946 · Middleton, WI
  IA Registered
• Leah Lillian HalvorsonCRD 8158921 · Middleton, WI
  IA Registered
• Christopher Eugene JohnsonCRD 6077904 · Middleton, WI
  IA RegisteredRegistration inactive
• Jason Nordeen SchmittCRD 4777151 · Montgomery, OH
  IA Registered
• Kathryn Ann SchallerCRD 6708878 · Middleton, WI
  IA Registered
• Adam Christopher SweetCRD 7147458 · Middleton, WI
  IA Registered
• Richard Jay Vanden BoogardCRD 6119692 · Middleton, WI
  IA Registered
• Terri Lynn Van Den EindeCRD 7509973 · Middleton, WI
  IA Registered
• Brooke Marie WolvertonCRD 7509966 · South Jordan, UT
  IA Registered
• Daniel Richard ZawidowskiCRD 4634273 · Middleton, WI
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.