Jacob Schmidt
Jacob Schmidt is a registered investment advisor at Raymond James & Associates, INC., based in Ft. Wayne, IN, with 45 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
9910 Dupont Circle Drive East, Suite 100, Ft. Wayne, IN, 46825
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob is a finance committee member at Emmanuel Lutheran Church, attending monthly meetings to conduct church business and review finances. He spends minimal time on these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
J.J.B. Hilliard, W.L. Lyons, LLCBroker
J.J.B. Hilliard, W.L. Lyons, LLC
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Roney & CO.Broker
Roney & CO. L.L.C.Broker
Shearson Lehman Hutton INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations31 states
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