Jacob S. Barnes
Professional summary
Jacob S Barnes, CFP®, who also goes by Jake S Barnes, is a registered financial advisor currently at FAS WEALTH PARTNERS, INC. located in Leawood, Kansas.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jacob has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacob S Barnes's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2014
Experience
September 16, 2013 - Present
FAS WEALTH PARTNERS, INC.
Office #1: 4747 W 135 Street Suite 100, Leawood, KS 66224July 6, 2012 - December 9, 2022
FAS CORP.
Primary Firm SEC Registration
FAS WEALTH PARTNERS, INC.
CRD#: 109796 / SEC#: 801-19282
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/16/2013)
(1/22/2024)
(1/17/2024)
Exams
Current Firm
FAS WEALTH PARTNERS, INC.
CRD#: 109796 / SEC#: 801-19282
Contact information
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,010 |
| AUM (Assets Under Management) | $ 3,085,389,748 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/01/2025 | ||
| 01/31/2024 | ||
| 01/31/2023 |
Red Flags
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Company Information
FAS WEALTH PARTNERS, INC.
CRD#: 109796Leawood, KS 66224TRUST BUT VERIFY
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