South Jordan, UT Office

Jacobson & Schmitt Advisors provides investment management, retirement planning, and ongoing financial planning to individuals (including high‑net‑worth clients), trusts, estates, retirement plans and charitable organizations. The firm also offers retirement‑plan advisory services, including discretionary 3(38) plan management, and facilitates estate‑planning documents through a third‑party partner.

The firm describes a “responsibility” and “conscious investing” philosophy that emphasizes fundamental analysis and a long‑term, all‑cap equity approach, typically pairing 20–30 individual stocks with a bond allocation for stability. JSA reports quarterly investment performance and commentary to clients, conducts a multi‑step financial planning process tailored to goals and tax considerations, and notes that supervised persons commonly hold the same investments they recommend.

Compared with many team firms, JSA’s disclosures indicate it uses client testimonials and endorsements and advertises performance results in its marketing materials, practices that are less common among peers. The brochure also highlights separate, disclosed pricing for comprehensive financial planning and a one‑time estate‑planning engagement through its third‑party partner, which may be relevant when comparing service offerings across firms.