Jacob Schmidt has been Owner/Chief Compliance Officer of Schmidt, Jacob Aaron since October 2020, is a control person of the firm and directly owns 75% or more of it. Jacob Schmidt holds a Degree in Actuarial Science and Economics/Finance from Olivet Nazarene University and a Master of Science in Finance from Georgetown 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.
Jacob Schmidt is Advisor of Financial Planning Services, based in Fort Wayne, Indiana. He is a SmartVestor Pro with the Dave Ramsey network and holds Series 7 and 66 licenses.
Jacob Schmidt’s longest registration is the current one, 11 years at Schmidt, Jacob Aaron since 2015. Before joining Schmidt, Jacob Aaron in 2015, Jacob Schmidt was registered through Lincoln Financial Advisors Corporation.
- Financial Planning ServicesCurrent– present · 11 yearsFort Wayne, IN · Adviser representative · Firm CRD 121034
- Lincoln Financial Advisors Corporation– · 1 yearDenver, CO · Adviser representative · Firm CRD 3978
Professional designations
Listed by Schmidt, Jacob Aaron
- CERTIFIED FINANCIAL PLANNER™
Investment adviser representative registrations
Jacob Schmidt is registered as an investment adviser representative in 2 states. The first approvals date from January 2015; the most recent is Texas, in January 2023.
- IndianaSince 19 January 2015
- TexasSince 3 January 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 13 May 2013 |
| Series 7 | General Securities Representative Examination | 7 November 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jacob Aaron Schmidt
- CRD
- 5940697
- Firm
- Schmidt, Jacob Aaron · CRD 121034
- Role
- Owner/Chief Compliance Officer
- Office
- 6920 POINTE INVERNESS WAY, STE 170, Fort Wayne, IN 46804
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2012
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- tobuildwealth.com
Where does Jacob Schmidt work?
Jacob Schmidt has been Owner/Chief Compliance Officer of Schmidt, Jacob Aaron since October 2020, and is a control person of the firm.
Is Jacob Schmidt a financial advisor?
Yes. Jacob Schmidt has a current investment-adviser registration in Indiana and Texas, through Schmidt, Jacob Aaron since January 2015.
How many years of experience does Jacob Schmidt have?
Jacob Schmidt has 13 years in the financial industry, since November 2012, across 2 adviser firms.
What exams has Jacob Schmidt passed?
Jacob Schmidt has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2012. FINRA credited Jacob Schmidt with the SIE, which began in October 2018.
Where did Jacob Schmidt work before Schmidt, Jacob Aaron?
Before Schmidt, Jacob Aaron, Jacob Schmidt was registered through Lincoln Financial Advisors Corporation, May 2013 to January 2015.
Where is Jacob Schmidt based?
Jacob Schmidt’s registered office is in Fort Wayne, IN.
Is Jacob Schmidt registered with FINRA?
Yes. Jacob Schmidt has a current broker registration, under CRD 5940697.
Source: FINRA BrokerCheck
Is Jacob Schmidt a CFP?
Schmidt, Jacob Aaron lists Jacob Schmidt with the CFP credential (“CERTIFIED FINANCIAL PLANNER™”) on its website. CFP Board confirms certification status.
How can I verify Jacob Schmidt’s record?
Search CRD 5940697 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jacob Schmidt’s full registration record.