JA
Jacob Aaron Schmidt
CRD 5940697
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Schmidt, Jacob Aaron | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Schmidt, Jacob Aaron
Owner/Chief Compliance Officer · 75% or more · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗