Erik Barker has been an investment adviser representative at Jacobson & Schmitt Advisors since May 2023, and is not listed among the firm’s executive officers or direct owners.
Jacobson & Schmitt Advisors, LLC is a Middleton, WI firm with $676M under management, 462 clients and 12 advisers across 3 offices, as of its August 2026 filing.
Erik Barker’s longest registration is the current one, 3 years at Jacobson & Schmitt Advisors since 2023. Before joining Jacobson & Schmitt Advisors in 2023, Erik Barker was registered through T. Anton Investment House, Inc.
- – present · 3 yearsMiddleton, WI · Adviser representative · Firm CRD 140431
- T. Anton Investment House, Inc.– · 2 yearsMiddleton, WI · Adviser representative · Firm CRD 174970
Investment adviser representative registrations
Erik Barker is registered as an investment adviser representative in Wisconsin, since May 2023.
- WisconsinSince 23 May 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 September 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Erik Preston Barker
- CRD
- 7298522
- Firm
- Jacobson & Schmitt Advisors · CRD 140431
- Office
- 8333 GREENWAY BLVD, SUITE 330, Middleton, WI 53562
- Registration
- Investment adviser registration
- In the industry since
- October 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Erik Barker work?
Erik Barker is an investment adviser representative registered through Jacobson & Schmitt Advisors, LLC since May 2023, and is not listed among the firm’s executive officers or direct owners.
Is Erik Barker a financial advisor?
Yes. Erik Barker has a current investment-adviser registration in Wisconsin, through Jacobson & Schmitt Advisors since May 2023.
How many years of experience does Erik Barker have?
Erik Barker has 6 years in the financial industry, since October 2020, across 2 adviser firms.
What exams has Erik Barker passed?
Erik Barker passed the Series 65 in September 2020.
Where did Erik Barker work before Jacobson & Schmitt Advisors?
Before Jacobson & Schmitt Advisors, Erik Barker was registered through T. Anton Investment House, Inc., September 2020 to May 2023.
Where is Erik Barker based?
Erik Barker’s registered office is in Middleton, WI.
Is Erik Barker registered with FINRA?
No. Erik Barker has no current broker registration.
How can I verify Erik Barker’s record?
Search CRD 7298522 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Erik Barker’s full registration record.
