Leah Halvorson
Jacobson & Schmitt Advisors · Middleton, Wisconsin
Leah Halvorson is a fee-only financial advisor at Jacobson & Schmitt Advisors in Middleton, Wisconsin. Jacobson & Schmitt Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Jacobson & Schmitt Advisors |
|---|---|
| Based in | Middleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $676.4M across 1,292 accounts |
| SEC registration | Investment adviser representative in WI · CRD 8158921 |
| Exams passed | Series 65 (2025) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.jandsadvisors.com |
How Leah's firm compares
- Jacobson & Schmitt Advisors's average account is about $524,000, from its Form ADV (assets managed divided by 1,292 accounts).
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Questions about Leah
Is Leah Halvorson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leah 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 Leah charge for financial advice?
Leah's firm, Jacobson & Schmitt Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Leah Halvorson based?
Leah Halvorson is based in Middleton, Wisconsin.
Is Leah Halvorson registered with the SEC?
Yes. Leah Halvorson is registered as an investment adviser representative in WI (CRD 8158921), 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 Leah Halvorson?
Through Leah'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.
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