Jacobson & Schmitt Advisors Employee Directory

Financial ServicesWisconsin, United States11-50 Employees

At Jacobson & Schmitt Advisors, we strive to have a positive impact in your life by acting as trusted advisors to deliver purposeful financial planning services, conscious investment guidance, and thoughtful advice – all with a personal touch. Our core services are giving you sound financial planning advice and managing your investment portfolio in ways that help you attain your goals and create a more successful future.

What’s more, we invest in companies we are proud to own ourselves. We are always searching for companies with forward-looking management and industry-leading performance that contribute to our world’s social and environmental well-being. Over the years, we’ve found these are the kind of companies that deliver long-term, above-average returns.

Find Jacobson & Schmitt Advisors employees' phone numbers or email addresses

Jacobson & Schmitt Advisors Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Jacobson & Schmitt Advisors's Leadership

  • Stylized image of a person
    A. S.
    Senior Portfolio Manager & Partner
    Phone icon
  • Stylized image of a person
    J. N. S.
    Lead Advisor, Managing Partner, Chief Financial Officer
    Phone icon
  • Stylized image of a person
    R. V. B.
    Partner, Lead Advisor, Chief Investment Officer
    Phone icon
  • Stylized image of a person
    T. V. D. E.
    Operations Manager
    Phone icon
  • Stylized image of a person
    C. J.
    Senior Wealth Advisor
    Phone icon
  • Stylized image of a person
    E. B.
    Associate Wealth Advisor
    Phone icon
  • Stylized image of a person
    L. C.
    Associate Wealth Advisor
    Phone icon
  • Stylized image of a person
    K. T.
    Paraplanner & Marketing Specialist
    Phone icon

Jacobson & Schmitt Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Branding
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Jacobson & Schmitt Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. S.
    Senior Portfolio Manager & Partner
    Phone icon
    United StatesWisconsin
    Feb 18, 2026
  • Stylized image of a person
    J. N. S.
    Lead Advisor, Managing Partner, Chief Financial Officer
    Phone icon
    United StatesWisconsin
    Feb 18, 2026
  • Stylized image of a person
    R. V. B.
    Partner, Lead Advisor, Chief Investment Officer
    Phone icon
    United StatesWisconsin
    Feb 18, 2026
  • Stylized image of a person
    T. V. D. E.
    Operations Manager
    Phone icon
    United StatesWisconsin
    Feb 19, 2026
  • Stylized image of a person
    C. J.
    Senior Wealth Advisor
    Phone icon
    United StatesWisconsin
    Feb 18, 2026
  • Stylized image of a person
    E. B.
    Associate Wealth Advisor
    Phone icon
    United StatesWisconsin
    Feb 18, 2026
  • Stylized image of a person
    L. C.
    Associate Wealth Advisor
    Phone icon
    United StatesWisconsin
    Feb 18, 2026
  • Stylized image of a person
    K. T.
    Paraplanner & Marketing Specialist
    Phone icon
    United StatesWisconsin
    Feb 18, 2026
  • Stylized image of a person
    H. C.
    Operations And Client Communications
    Phone icon
    United StatesWisconsin
    Feb 18, 2026
  • Stylized image of a person
    B. W.
    Associate Wealth Advisor
    Phone icon
    United StatesUtah
    Feb 18, 2026

Frequently Asked Questions

What is Jacobson & Schmitt Advisors known for?

Minus sign iconPlus sign icon
Jacobson & Schmitt Advisors was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 8333 Greenway Boulevard Suite 330 Middleton, Wisconsin 53562 United States. Explore Jacobson & Schmitt Advisors's company overview page for more information.

What is Jacobson & Schmitt Advisors's most common email format?

Minus sign iconPlus sign icon
Jacobson & Schmitt Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Jacobson & Schmitt Advisors email formats with LeadIQ.

How many employees does Jacobson & Schmitt Advisors have currently?

Minus sign iconPlus sign icon
Jacobson & Schmitt Advisors has approximately 15 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Jacobson & Schmitt Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Jacobson & Schmitt Advisors's key employees include:

  • Senior Portfolio Manager & Partner: A. S.
  • Lead Advisor, Managing Partner, Chief Financial Officer: J. N. S.
  • Partner, Lead Advisor, Chief Investment Officer: R. V. B.
  • Operations Manager: T. V. D. E.
  • Senior Wealth Advisor: C. J.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.