JS
CFA
JS
CFA

Jayson Schmitt

20 Years of Experience

Jayson Schmitt is a CFA-designated registered investment advisor at Chandler Asset Management INC, based in San Diego, CA, with 20 years of industry experience. Jayson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 758 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
IM Fee
Planning only
Assets Under Management
$41.6B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Hourly Rate:Up to $500/hr
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Location

6225 Lusk Boulevard, San Diego, CA, 92121

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Chandler Asset Management INC
August 2005 - Present · 20 yrs 8 mos
State Registrations3 states
CACOUT
Advisor

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Exams
No exam information available for this advisor.