Jacobson & Schmitt Advisors Employee Directory

Financial ServicesUnited 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
14

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  • United States Of America
    14

Jacobson & Schmitt Advisors's Leadership

  • 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
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  • Stylized image of a person
    A. B.
    Operations And Client Experience Manager
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  • Stylized image of a person
    C. J.
    Senior Wealth Advisor
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  • Stylized image of a person
    E. B.
    Associate Wealth Advisor
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  • Stylized image of a person
    L. C.
    Associate Wealth Advisor
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  • Stylized image of a person
    K. T.
    Paraplanner & Marketing Specialist
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Contact profiles from Jacobson & Schmitt Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. N. S.
    Lead Advisor, Managing Partner, Chief Financial Officer
    Phone icon
    United StatesWisconsin
    Sep 12, 2025
  • Stylized image of a person
    R. V. B.
    Partner, Lead Advisor, Chief Investment Officer
    Phone icon
    United StatesWisconsin
    Oct 19, 2025
  • Stylized image of a person
    T. V. D. E.
    Operations Manager
    Phone icon
    United StatesWisconsin
    Oct 18, 2025
  • Stylized image of a person
    A. B.
    Operations And Client Experience Manager
    Phone icon
    United StatesWisconsin
    Jun 02, 2025
  • Stylized image of a person
    C. J.
    Senior Wealth Advisor
    Phone icon
    United StatesWisconsin
    Apr 25, 2025
  • Stylized image of a person
    E. B.
    Associate Wealth Advisor
    Phone icon
    United StatesWisconsin
    Aug 08, 2025
  • Stylized image of a person
    L. C.
    Associate Wealth Advisor
    Phone icon
    United StatesWisconsin
    Oct 22, 2025
  • Stylized image of a person
    K. T.
    Paraplanner & Marketing Specialist
    Phone icon
    United StatesWisconsin
    Nov 10, 2025
  • Stylized image of a person
    H. C.
    Operations And Client Communications
    Phone icon
    United StatesWisconsin
    Oct 21, 2025
  • Stylized image of a person
    B. W.
    Associate Wealth Advisor
    Phone icon
    United StatesUtah
    Jul 18, 2025

Frequently Asked Questions

What is Jacobson & Schmitt Advisors known for?

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

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

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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?

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Jacobson & Schmitt Advisors has approximately 14 employees as of October 2025. These team members are located across 1 continents, including North America.

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

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As of October 2025, Jacobson & Schmitt Advisors's key employees include:

  • 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.
  • Operations And Client Experience Manager: A. B.
  • Senior Wealth Advisor: C. J.

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