Jacobson & Schmitt, LLC (“JSA”) is a Registered Investment Advisor (“RIA”), located in the State of Wisconsin. JSA provides investment advisory and related services for clients nationally. JSA will maintain all applicable registrations and licenses as required by the various states in which JSA conducts business, as applicable. JSA renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This website is intended to provide general information about JSA. It is not intended to deliver investment advice. Information regarding investment products and services are provided solely to learn about our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. JSA does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
JSA will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a copy.
If you have any questions regarding Compliance and Regulatory information, please Contact Us.
JSA often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. JSA makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send JSA private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: JSA does not accept trading or money movement instructions via email.
As a registered investment advisor, JSA emails are subject to inspection by the Chief Compliance Officer (“CCO”) of JSA and the securities regulators.
JSA may utilize third-party websites that include social media websites, blogs and other interactive content. JSA considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, JSA may retain a copy of information that JSA or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of JSA or the securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by JSA’ advisory persons after entering into an advisory agreement and provided JSA with all requested information about your background.
If you have any questions regarding our social media policies, please Contact Us.