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.
Postes actifs de Jason Nordeen Schmitt
| Sociétés | Poste | Début |
|---|---|---|
Jacobson & Schmitt Advisors LLC
Jacobson & Schmitt Advisors LLC Investment ManagersFinance JSA seeks to deliver long-term, above-average returns. As responsible asset managers, the firm invests in companies that they expect to yield high returns while remaining committed to corporate social responsibility. | Directeur Général | 01/06/2006 |
Anciens postes connus de Jason Nordeen Schmitt
| Sociétés | Poste | Fin |
|---|---|---|
Buttonwood Partners, Inc.
Buttonwood Partners, Inc. Investment ManagersFinance Buttonwood Partners uses fundamental analysis to evaluate client securities and make purchases and sales based on the results of their analysis. | Corporate Officer/Principal | 31/05/2006 |
Formation de Jason Nordeen Schmitt
Expériences
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Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Buttonwood Partners, Inc.
Buttonwood Partners, Inc. Investment ManagersFinance Buttonwood Partners uses fundamental analysis to evaluate client securities and make purchases and sales based on the results of their analysis. | Finance |
North Dakota State University
North Dakota State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jacobson & Schmitt Advisors LLC
Jacobson & Schmitt Advisors LLC Investment ManagersFinance JSA seeks to deliver long-term, above-average returns. As responsible asset managers, the firm invests in companies that they expect to yield high returns while remaining committed to corporate social responsibility. | Finance |
















