Jayson
Schmitt

Chandler Asset Management Inc

CRD#4892847
Investment Advisor
in San Diego, CA

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About this Advisor

Jayson Schmitt is a chartered financial analyst who works in San Diego, California with 18 years of industry experience. Schmitt is an advisor for Chandler Asset Management Inc. Schmitt has gained experience at Chandler Asset Management, Inc and Chandler Asset Management. Schmitt is able to serve investors in California and Texas. Chandler Asset Management Inc is a financial advisory business that has its headquarters in San Diego, CA. The investment advisory business has offices in six locations and a total of 42 people on staff. It handles $29 billion in assets under management among its 1,109 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 16 charities and foundations. Of its 1,109 customer accounts, 21% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Chandler Asset Management Inc offers a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial management vary depending on which services the firm provides the client. However, fees charged by Chandler Asset Management Inc likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

18 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6225 Lusk Boulevard
San Diego, CA 92121

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Chandler Asset Management Inc Brokerage Details

Total Assets Under Management

$28,640,972,420

CA Average: $7,578,581,321
Total Number of Employees

42

CA Average: 43
Total Number of Accounts

1,109

CA Average: 3,727
Average Account Size

$25,825,944

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Jayson Schmitt Work History

Jayson has been registered as a financial advisor for 18 years.*

2022 - Present (2 years)

Chandler Asset Management

2020 - 2021 (1 year)

Chandler Asset Management

2016 - 2020 (4 years)

Chandler Asset Management, Inc

2010 - 2015 (5 years)

Chandler Asset Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jayson Schmitt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Chandler Asset Management Inc

William Dennehy
San Diego, CA
Daniel Delaney
San Diego, CA
Stephen Church
San Diego, CA
Michael Rasmussen
San Diego, CA
Kara Raynor-Sanchez
San Diego, CA
Karl Meng
San Diego, CA
Genevieve Lynkiewicz
San Diego, CA
Melvin Hamilton
Lake Mary, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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