Jacobson & Schmitt Advisors, Llc
- Regulatory AUM
- $676M
- Discretionary
- $676M
- Clients
- 462
- Avg AUM / client
- $1.5M
- Accounts
- 1,292
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 299 | $142M | 20.9% |
| High net worth individuals | 138 | $455M | 67.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $4.2M | 0.63% |
| Charitable organizations | 17 | $68.0M | 10.1% |
| Corporations and other businesses | 8 | $7.8M | 1.16% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Nordeen Schmitt | Member, Chief Compliance Officer And Lead Advisor | CFP | Apr 2006 (20y) | 50% – 75% |
| Richard Jay Vanden Boogard | Member, Lead Advisor | CFA | Sep 2012 (14y) | 10% – 25% |
| Adam Christopher Sweet | Partner And Senior Portfolio Manager | CFP CFA | Jun 2019 (7y) | 10% – 25% |
| Angela Mary Behm | Registered representative | Aug 2011 (15y) | ||
| Kathryn Ann Schaller | Registered representative | CFP | Jan 2018 (9y) | |
| Christopher Eugene Johnson | Registered representative | CFP | Feb 2018 (9y) | |
| Daniel Richard Zawidowski | Registered representative | Jul 2021 (5y) | ||
| Brooke Marie Wolverton | Registered representative | Sep 2022 (4y) | ||
| Erik Preston Barker | Registered representative | CFP | May 2023 (3y) | |
| Lucy Noelle Cuff | Registered representative | CFP | Oct 2023 (3y) | |
| Terri Lynn Van Den Einde | Registered representative | Apr 2025 (1y) | ||
| Leah Lillian Halvorson | Registered representative | Sep 2025 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/06/2026 | 949 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $665M (98% of AUM) May 2026
- Fidelity Brokerage Services $260M (73% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 05, 2026.
View current Form ADV (SEC/IAPD) ↗