A complete list of active advisors currently associated with Jacobson & Schmitt Advisors, LLC

Warmer can help you find a great advisor at Jacobson & Schmitt Advisors, LLC or one who fits your needs even better.

Jacobson & Schmitt Advisors provides investment management, retirement plan advisory (including 3(38) services for plans), and ongoing financial planning to individuals, high‑net‑worth clients, trusts, estates, retirement plans and charitable organizations. The firm’s ADV describes it as a fiduciary that delivers discretionary portfolio management and coordinates planning with other professionals as part of its wealth management services. The firm emphasizes a long‑term, fundamental analysis approach, typically building individual‑security portfolios diversified across industries and complemented by bond allocations, with research drawing on company filings, interviews and financial software. JSA also highlights a “conscious investing” philosophy that seeks companies demonstrating corporate social responsibility, and notes that supervised persons commonly own securities recommended to clients. Distinctive disclosures in the ADV include institutional relationships with custodians (Schwab and Alerus) from which the firm receives economic and platform benefits, a referral practice that can include third‑party introductions, and a third‑party partnership for estate‑document services. The firm’s materials also indicate the use of client testimonials in advertising—an uncommon practice among multi‑team advisors—while managing roughly $676 million in discretionary assets for about 437 clients.

To learn more about the advisors currently working at Jacobson & Schmitt Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.