Jason Schmitt
Jacobson & Schmitt Advisors · Montgomery, Ohio
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.
Request an introduction to Jason →
Facts
| Firm | Jacobson & Schmitt Advisors |
|---|---|
| Based in | Montgomery, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $676.4M across 1,292 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX, WI · CRD 4777151 |
| Exams passed | Series 63 (2005) · Series 65 (2004) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.jandsadvisors.com |
How Jason's firm compares
- Jacobson & Schmitt Advisors's average account is about $524,000, from its Form ADV (assets managed divided by 1,292 accounts).
Request an introduction to Jason
Tell Jason a little about what you're looking for. Jason isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.