Jason N. Schmitt
CFP®, CPWA®
Jacobson & Schmitt Advisors, LLC
Lead Advisor, Managing Partner
Jason N. Schmitt
CFP®, CPWA®
Jacobson & Schmitt Advisors, LLC
Lead Advisor, Managing Partner
I lead a purpose-driven team of advisors who believe every dollar can create a positive impact on our lives, communities, and environment. We help conscious investors give their money a mission using a highly personalized guidance process, research-based advice, and socially responsible investment strategies. - Jason N. Schmitt, CFP®, CPWA®
Make your wealth a catalyst for good with a team of purpose-driven advisors!
Jason Schmitt is a Madison, WI fee-only financial planner. As Co-Founder and Head of Jacobson & Schmitt Advisors, I lead a team of propose-driven advisors who strive to create the most successful outcomes possible for clients, our communities, and the environment by helping investors envision and achieve a mission for their money.
Our team of genuine, truly caring professionals is dedicated to helping individuals and families optimize their wealth and invest their money in a way that will enhance their lives. We achieve this through a highly personalized and in-depth discovery process, objective and research-based advice, and socially responsible investment strategies all combined to create your “Money Mission Plan.”
Jason N. Schmitt is co-founder of Jacobson & Schmitt Advisors. Today, he serves on the investment committee helping determine portfolio direction and composition. Jason 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 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, Jason worked 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. Jason enjoys traveling with his family and is an avid outdoorsman.
Jason N. Schmitt is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Why Jacobson & Schmitt Advisors ?
The team members at Jacobson and Schmitt Advisors came to the financial industry through different paths, but all with the same mindset - to approach wealth management in a way that puts people over profits and positively contributes to a bigger purpose. Everyone at our firm is united in a goal to change the status quo of our industry by providing purpose-driven financial guidance.
We believe that every dollar of your wealth should have a mission - to create the most positive impact possible on you, your loved ones and the environment. Our genuine, truly caring people are dedicated to helping clients optimize their wealth and invest their money in a way that will enhance their lives and surroundings. We live and breathe commitment to the overall well-being of our clients and obsessively seek ways to provide the highest value possible to every aspect of their lives.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Socially Responsible Investment Strategy
- Investment Management
- Retirement Income Planning
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jason Schmitt is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Jason N. Schmitt is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jason N. Schmitt is a Certified Private Wealth Advisor ® (CPWA®)The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.
Contact Jason N. Schmitt
Office Locations:
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8333 Greenway Blvd
Suite 330
Middleton, WI 53562
