Andrew Barnes has been an investment adviser representative at Schmidt, Jacob Aaron since April 2025, and is not listed among the firm’s executive officers or direct owners. Andrew Barnes holds a Bachelor's degree in Finance and Business Management from Indiana Wesleyan University.
Schmidt, Jacob Aaron is a Fort Wayne, IN firm with $213M under management, 489 clients and 7 advisers in one office, as of its March 2026 filing.
Andrew Barnes is Paraplanner of Financial Planning Services, based in Fort Wayne, Indiana. He supports the financial advisory team with investment and financial planning, including assisting in the financial planning process, handling money requests, doing investment research and maintaining investment accounts. He has his Series 7 and 66 license.
- Financial Planning ServicesCurrent– present · 1 yearFort Wayne, IN · Adviser representative · Firm CRD 121034
Investment adviser representative registrations
Andrew Barnes is registered as an investment adviser representative in Indiana, since April 2025.
- IndianaSince 8 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 February 2025 |
| Series 7TO | General Securities Representative Examination | 26 July 2024 |
| SIE | Securities Industry Essentials Examination | 3 May 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Andrew Paul Barnes
- CRD
- 7912490
- Firm
- Schmidt, Jacob Aaron · CRD 121034
- Office
- 6920 POINTE INVERNESS WAY, STE 170, Fort Wayne, IN 46804
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- tobuildwealth.com
Where does Andrew Barnes work?
Andrew Barnes is an investment adviser representative registered through Schmidt, Jacob Aaron since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Barnes a financial advisor?
Yes. Andrew Barnes has a current investment-adviser registration in Indiana, through Schmidt, Jacob Aaron since April 2025.
How many years of experience does Andrew Barnes have?
Andrew Barnes has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Andrew Barnes passed?
Andrew Barnes has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2024.
Where is Andrew Barnes based?
Andrew Barnes’ registered office is in Fort Wayne, IN.
Is Andrew Barnes registered with FINRA?
Yes. Andrew Barnes has a current broker registration, under CRD 7912490.
Source: FINRA BrokerCheck
How can I verify Andrew Barnes’ record?
Search CRD 7912490 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Andrew Barnes’ full registration record.
