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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

JACOBSON & SCHMITT ADVISORS, LLC

CRD 140431

MIDDLETON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a7af6c1d-5504-cb0a-df11-77652b1edabc

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 4
On other graphs: 0
Observed: Nov 23, 2011 to Aug 5, 2026
45 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $676MItem 5.F on the latest filing (2026-08-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $676M
Private client RAUM: $596MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $56.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 15
Advisory employees: 12
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 1,292
Individual clients: 299
High net worth clients: 138
Custody, client assets: $307M
SEC number: 801-66735
CIK: 1632096
CRD: 140431
Filings on the tape: 45
First filed: Nov 23, 2011
Latest filed: Aug 5, 2026
Organised: Limited Liability Company, WI
Website: jandsadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JASON NORDEEN SCHMITT	Certified Financial Planner	MIDDLETON, WI \| Montgomery, OH	20	22	1	no
ANGELA MARY BEHM	n/a	MIDDLETON, WI	15	17	n/a	no
RICHARD JAY VANDEN BOOGARD	Chartered Financial Analyst	MIDDLETON, WI	14	14	n/a	no
Kathryn Ann Schaller	Certified Financial Planner	MIDDLETON, WI	8	10	n/a	no
Christopher Eugene Johnson	Certified Financial Planner	MIDDLETON, WI	8	12	1	no
Adam Christopher Sweet	Certified Financial Planner\|Chartered Financial Analyst	MIDDLETON, WI	7	17	n/a	no
DANIEL RICHARD ZAWIDOWSKI	n/a	MIDDLETON, WI	5	23	2	no
Brooke Marie Wolverton	n/a	South Jordan, UT \| MIDDLETON, WI	4	10	n/a	no
Erik Preston Barker	Certified Financial Planner	MIDDLETON, WI	3	13	1	no
Lucy Noelle Cuff	Certified Financial Planner	MIDDLETON, WI	2	13	n/a	no
Terri Lynn Van Den Einde	n/a	MIDDLETON, WI	1	12	n/a	no
Leah Lillian Halvorson	n/a	MIDDLETON, WI	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SCHMITT, JASON, NORDEEN	MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR	D	yes	04/2006	Nov 23, 2011	Sep 25, 2024
Sweet, Adam, Christopher	PARTNER AND SENIOR PORTFOLIO MANAGER	B	yes	06/2019	Jul 12, 2019	Sep 25, 2024
VANDEN BOOGARD, RICHARD, JAY	MEMBER, LEAD ADVISOR	B	yes	12/2014	Apr 1, 2015	Sep 25, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 6, 2026	$676M	$676M	15	12	2	n/a	n/a
2024	Mar 7, 2025	$590M	$590M	15	12	2	n/a	n/a
2023	Mar 25, 2024	$461M	$461M	14	11	2	n/a	n/a
2022	Mar 23, 2023	$364M	$364M	12	10	0	n/a	n/a
2021	Mar 4, 2022	$456M	$456M	13	7	0	n/a	n/a
2020	Mar 3, 2021	$354M	$354M	9	7	0	n/a	n/a
2019	Mar 3, 2020	$267M	$258M	7	6	0	n/a	n/a
2018	Mar 9, 2019	$189M	$189M	7	6	0	n/a	n/a
2017	Mar 28, 2018	$191M	$191M	8	6	0	n/a	n/a
2016	Mar 23, 2017	$163M	$163M	5	4	n/a	n/a	n/a
2015	Mar 23, 2016	$151M	$151M	5	4	n/a	n/a	n/a
2014	Apr 1, 2015	$145M	$145M	5	3	n/a	n/a	n/a
2013	Mar 26, 2014	$138M	$138M	4	3	n/a	n/a	n/a
2012	Apr 1, 2013	$113M	$113M	4	3	n/a	n/a	n/a
2011	Mar 19, 2012	$102M	$102M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$676M	$590M	14.7%	$364M	22.9%	15	15	2	2

Relationships

Registered with (12)

← Leah Lillian HalvorsonAdvisorregistration: current employment
Sep 30, 2025 to presentfactForm ADV
← Terri Lynn Van Den EindeAdvisorregistration: current employment
Apr 12, 2025 to presentfactForm ADV
← Lucy Noelle CuffAdvisorregistration: current employment
Oct 6, 2023 to presentfactForm ADV
← Erik Preston BarkerAdvisorregistration: current employment
May 23, 2023 to presentfactForm ADV
← Brooke Marie WolvertonAdvisorregistration: current employment
Sep 17, 2022 to presentfactForm ADV
← DANIEL RICHARD ZAWIDOWSKIAdvisorregistration: current employment
Jul 6, 2021 to presentfactForm ADV
← Adam Christopher SweetAdvisorregistration: current employment
Jul 2, 2019 to presentfactForm ADV
← Christopher Eugene JohnsonAdvisorregistration: current employment
Feb 1, 2018 to presentfactForm ADV
← Kathryn Ann SchallerAdvisorregistration: current employment
Jan 15, 2018 to presentfactForm ADV
← RICHARD JAY VANDEN BOOGARDAdvisorregistration: current employment
Sep 17, 2012 to presentfactForm ADV
← ANGELA MARY BEHMAdvisorregistration: current employment
Aug 24, 2011 to presentfactForm ADV
← JASON NORDEEN SCHMITTAdvisorregistration: current employment
May 30, 2006 to presentfactForm ADV

Controls (3)

← SCHMITT, JASON, NORDEENOwnerMEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR, ownership code D, individual
Nov 23, 2011 to Sep 25, 2024factForm ADV
← VANDEN BOOGARD, RICHARD, JAYOwnerMEMBER, LEAD ADVISOR, ownership code B, individual
Apr 1, 2015 to Sep 25, 2024factForm ADV
← Sweet, Adam, ChristopherOwnerPARTNER AND SENIOR PORTFOLIO MANAGER, ownership code B, individual
Jul 12, 2019 to Sep 25, 2024factForm ADV

Dated events

Occurred
Mar 7, 2025
Regulatory AUM changed
Jacobson & Schmitt Advisors, Llc reported RAUM $590.0M, up 28% from $461.2M (2024-09-25 to 2025-03-07)
Form ADVobserved 4 days ago
$129M
Occurred
Mar 4, 2022
Regulatory AUM changed
Jacobson & Schmitt Advisors, Llc reported RAUM $456.3M, up 29% from $354.3M (2021-03-03 to 2022-03-04)
Form ADVobserved 4 days ago
$102M
Occurred
Jul 12, 2019
Control person left
Allen Milton Jacobson (Member And Principal) no longer on Schedule A of Jacobson & Schmitt Advisors, Llc (listed 2019-03-09, absent 2019-07-12)
Form ADVobserved 4 days ago
Occurred
Jul 12, 2019
Control person joined
Christopher Adam Sweet (Partner And Senior Portfolio Manager) appeared on Schedule A of Jacobson & Schmitt Advisors, Llc
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7af6c1d-5504-cb0a-df11-77652b1edabc
First observed: Nov 23, 2011
Last observed: Aug 5, 2026 45 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JACOBSON & SCHMITT ADVISORS, LLC

CRD 140431

MIDDLETON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a7af6c1d-5504-cb0a-df11-77652b1edabc

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JASON NORDEEN SCHMITT

Certified Financial Planner

MIDDLETON, WI | Montgomery, OH

ANGELA MARY BEHM

n/a

MIDDLETON, WI

n/a

RICHARD JAY VANDEN BOOGARD

Chartered Financial Analyst

MIDDLETON, WI

n/a

Kathryn Ann Schaller

Certified Financial Planner

MIDDLETON, WI

n/a

Christopher Eugene Johnson

Certified Financial Planner

MIDDLETON, WI

Adam Christopher Sweet

Certified Financial Planner|Chartered Financial Analyst

MIDDLETON, WI

n/a

DANIEL RICHARD ZAWIDOWSKI

n/a

MIDDLETON, WI

Brooke Marie Wolverton

n/a

South Jordan, UT | MIDDLETON, WI

n/a

Erik Preston Barker

Certified Financial Planner

MIDDLETON, WI

Lucy Noelle Cuff

Certified Financial Planner

MIDDLETON, WI

n/a

Terri Lynn Van Den Einde

n/a

MIDDLETON, WI

n/a

Leah Lillian Halvorson

n/a

MIDDLETON, WI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SCHMITT, JASON, NORDEEN

MEMBER, CHIEF COMPLIANCE OFFICER AND LEAD ADVISOR

yes

04/2006

Nov 23, 2011

Sep 25, 2024

Sweet, Adam, Christopher

PARTNER AND SENIOR PORTFOLIO MANAGER

yes

06/2019

Jul 12, 2019

Sep 25, 2024

VANDEN BOOGARD, RICHARD, JAY

MEMBER, LEAD ADVISOR

yes

12/2014

Apr 1, 2015

Sep 25, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 6, 2026

$676M

n/a

2024

Mar 7, 2025

$590M

n/a

2023

Mar 25, 2024

$461M

n/a

2022

Mar 23, 2023

$364M

n/a

2021

Mar 4, 2022

$456M

n/a

2020

Mar 3, 2021

$354M

n/a

2019

Mar 3, 2020

$267M

$258M

n/a

2018

Mar 9, 2019

$189M

n/a

2017

Mar 28, 2018

$191M

n/a

2016

Mar 23, 2017

$163M

n/a

2015

Mar 23, 2016

$151M

n/a

2014

Apr 1, 2015

$145M

n/a

2013

Mar 26, 2014

$138M

n/a

2012

Apr 1, 2013

$113M

n/a

2011

Mar 19, 2012

$102M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$676M

$590M

14.7%

$364M

22.9%