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Jacobson & Schmitt Advisors, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on April 21, 2017
    • $162.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 499
      Accounts
    • $325.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

6

name start date
Jason Nordeen Schmitt
May 2006
Richard Jay Vanden Boogard
September 2012
Angela Mary Behm
August 2011
Kathryn Ann Thomas
January 2018
Christopher Eugene Johnson
February 2018

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Jason Nordeen Schmitt Member, Chief Compliance Officer And Lead Advisor April, 2006 50% to 75%
    Milton Allen Jacobson Member And Principal April, 2006 10% to 25%
    Richard Jay Vanden Boogard Member, Lead Advisor December, 2014 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees