JACOBSON & SCHMITT ADVISORS, LLC

CRD #140431 SEC #801-66735 MIDDLETON, WI (608) 662-7500

SEC Registered

Total AUM

$590M

Discretionary

$590M

Employees

Clients

251

Accounts

1,149

Firm Details

Organization Type: Limited Liability Company
State of Formation: Wisconsin
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 3, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
JACOBSON, MILTON, ALLEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	E	Control
JACOBSON, MILTON, ALLEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	E	Control
JACOBSON, MILTON, ALLEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	E	Control
JACOBSON, MILTON, ALLEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	E	Control
JACOBSON, MILTON, ALLEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	E	Control
JACOBSON, MILTON, ALLEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	E	Control
JACOBSON, MILTON, ALLEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	E	Control
JACOBSON, MILTON, ALLEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	E	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	E	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	E	Control
JACOBSON, MILTON, ALLEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	E	Control
JACOBSON, MILTON, ALLEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	E	Control
JACOBSON, MILTON, ALLEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	E	Control
SCHMITT, JASON, NORDEEN	I	MEMBER,CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER,CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER,CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER,CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER,CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER,CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER,CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER,CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER,CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER,CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER,CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	Control
SCHMITT, JASON, NORDEEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	C	Control
SCHMITT, JASON, NORDEEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	C	Control
SCHMITT, JASON, NORDEEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	C	Control
SCHMITT, JASON, NORDEEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	C	Control
SCHMITT, JASON, NORDEEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	C	Control
SCHMITT, JASON, NORDEEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	C	Control
SCHMITT, JASON, NORDEEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	C	Control
SCHMITT, JASON, NORDEEN	I	MEMBER,CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	C	Control
SCHMITT, JASON, NORDEEN	I	MEMBER,CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER REPRESENTATIVE	C	Control
SCHMITT, JASON, NORDEEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	C	Control
SCHMITT, JASON, NORDEEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	C	Control
SCHMITT, JASON, NORDEEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	C	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	C	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	C	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	C	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	C	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	C	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	C	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	C	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	C	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	C	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	C	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	C	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	C	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND PRINCIPAL	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND PRINCIPAL	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND PRINCIPAL	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND PRINCIPAL	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND PRINCIPAL	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND PRINCIPAL	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND PRINCIPAL	B	Control
JACOBSON, MILTON, ALLEN	I	MEMBER AND PRINCIPAL	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
Sweet, Adam, Christopher	I	PARTNER AND SENIOR PORTFOLIO MANAGER	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, INVESTMENT ADVISOR REPRESENATIVE	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, INVESTMENT ADVISOR REPRESENATIVE	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, INVESTMENT ADVISOR REPRESENATIVE	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, INVESTMENT ADVISOR REPRESENATIVE	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, INVESTMENT ADVISOR REPRESENATIVE	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, INVESTMENT ADVISOR REPRESENATIVE	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, INVESTMENT ADVISOR REPRESENATIVE	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, INVESTMENT ADVISOR REPRESENATIVE	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, INVESTMENT ADVISOR REPRESENATIVE	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, INVESTMENT ADVISOR REPRESENATIVE	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, INVESTMENT ADVISOR REPRESENATIVE	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	B	Control
VANDEN BOOGARD, RICHARD, JAY	I	MEMBER, LEAD ADVISOR	B	Control
SCHMITT, JASON, NORDEEN	I	MEMBER AND INVESTMENT ADVISER REPRESENTATIVE	A	Control

Registrations

Federal

Oct 3, 2025 REGISTERED

Notice Filings (18)

AK AZ CA CO FL GA IL MI MN NC NY OH PA TX UT VA WA WI

Address

8333 GREENWAY BLVD
SUITE 330
MIDDLETON, WI 53562
United States

Phone: (608) 662-7500