# Jason Schmitt

> Jason Schmitt is a fee-only financial advisor at Jacobson & Schmitt Advisors in Montgomery, Ohio, who holds the CFP credential. Jacobson & Schmitt Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-schmitt/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Jacobson & Schmitt Advisors
- **Based in:** Montgomery, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $676.4M across 1,292 accounts
- **Credentials:** CFP
- **CRD:** 4777151 (https://adviserinfo.sec.gov/individual/summary/4777151)
- **SEC registration:** Investment adviser representative in OH, TX, WI
- **Exams passed:** Series 63 (2005), Series 65 (2004)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.jandsadvisors.com

## Frequently asked questions

### Is Jason Schmitt a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Jacobson & Schmitt Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jason charge for financial advice?

Jason's firm, Jacobson & Schmitt Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jason Schmitt based?

Jason Schmitt is based in Montgomery, Ohio.

### What credentials does Jason Schmitt hold?

Jason Schmitt holds the CFP credential.

### Is Jason Schmitt registered with the SEC?

Yes. Jason Schmitt is registered as an investment adviser representative in OH, TX and WI (CRD 4777151), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jacobson & Schmitt Advisors manage?

Jacobson & Schmitt Advisors reports $676.4M across 1,292 accounts in assets under management.

### How do I contact Jason Schmitt?

Through Jason's website, www.jandsadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4777151): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.