Unclaimed Profile

Milton Allen Jacobson

JACOBSON & SCHMITT ADVISORS, LLC·MIDDLETON, Wisconsin

Series 1, Series 24, Series 28, Series 63, Series 6535 years registeredJACOBSON & SCHMITT ADVISORS, LLC

8333 GREENWAY BLVD, MIDDLETON, WI 53562CRD# 256617Firm CRD# 140431

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Milton Allen Jacobson · MIDDLETON, WI

Registration

CRD #256617 · JACOBSON & SCHMITT ADVISORS, LLC · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JACOBSON & SCHMITT ADVISORS, LLC

JACOBSON & SCHMITT ADVISORS, LLC

May 2006 – May 2019

MADISON, WI

BUTTONWOOD PARTNERS, INC.

Oct 1990 – Jun 2009

MADISON, WI

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 28

Series 63

Series 65

Registration record

First registered · October 24, 1990

Years registered · 35

Disclosure History

2000Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

JACOBSON & SCHMITT ADVISORS, LLC

CRD 140431 · SEC 801-66735

AUM

$461M

Regulatory assets under management

Employees

1,046 client accounts

Services offered by JACOBSON & SCHMITT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JACOBSON & SCHMITT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Milton Allen Jacobson offer?

Milton Allen Jacobson specializes in Financial Planning, Investment Management.

What are Milton Allen Jacobson's credentials?

Milton Allen Jacobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Milton Allen Jacobson located?

Milton Allen Jacobson is based in MIDDLETON, Wisconsin, last registered with JACOBSON & SCHMITT ADVISORS, LLC.

How does Milton Allen Jacobson charge for services?

Milton Allen Jacobson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JACOBSON & SCHMITT ADVISORS, LLC?

JACOBSON & SCHMITT ADVISORS, LLC has approximately 14 employees and manages $461M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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