Jason Nordeen Schmitt
Vorstandsvorsitzender bei Jacobson & Schmitt Advisors LLC
Profil
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.
Aktive Positionen von Jason Nordeen Schmitt
| Unternehmen | Position | Beginn |
|---|---|---|
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. ^ | Vorstandsvorsitzender | 01.06.2006 |
Ehemalige bekannte Positionen von Jason Nordeen Schmitt
| Unternehmen | Position | Ende |
|---|---|---|
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 | 31.05.2006 |
Ausbildung von Jason Nordeen Schmitt
| North Dakota State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
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 |
