06.09.22

July 2019

Adam joins the JSA team as a Senior Portfolio Manager and Partner.

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06.09.22

June 2018

JSA moves their office to 8333 Greenway Boulevard, Middleton WI.

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06.09.22

February 2015

JSA expands service offerings to include 401(k) plans for small businesses.

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06.09.22

January 2015

Jason becomes the firm’s majority shareholder. Allen transitions to a more consultative role in the firm, allowing him to spend more time on the water.

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06.09.22

September 2012

Rich Vanden Boogard joins the JSA team.

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06.09.22

June 2010

Jason and Allen drop their registered representative status and begin operating exclusively as investment advisors.

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06.09.22

April 2009

JSA moves into office on Heartland Trail in Madison.

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06.09.22

March 2009

The Great Recession hits its lowest point on the Dow Jones Industrial Average since 1997, closing at 6,547.

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06.09.22

June 2006

Jason and Allen launch Jacobson & Schmitt Advisors as a fully independent investment advisory firm.

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06.09.22

March 2004

Jason Schmitt and Allen Jacobson begin working together at a local brokerage firm in Madison, WI.

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