Jason Schmitt, CFP®, CPWA®

Lead Advisor, Managing Partner, Chief Financial Officer

Jason is co-founder of Jacobson & Schmitt Advisors. Today, he serves on the investment committee helping determine portfolio direction and composition. Jason is a CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® professional who provides financial planning services and investment advice to the firm’s clients.

Jason 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, Jason worked 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. Jason enjoys traveling with his family and is an avid outdoorsman.