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JS

John P. Schmidt

FAITH INVESTOR SERVICES
St. Louis, MO
CRD#: 6864802
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JS
John Paul SchmidtFAITH INVESTOR SERVICES

Professional summary

John Paul Schmidt, who also goes by John P Schmidt, John Paul Schmidt, is a registered financial advisor currently at FAITH INVESTOR SERVICES located in St. Louis, Missouri.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. John has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John P Schmidt | John Paul Schmidt

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Paul Schmidt's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 16, 2026 - Present

FAITH INVESTOR SERVICES

RIA
CRD#: 313337
St. Louis, MO
Past

August 16, 2024 - February 24, 2026

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
ST. LOUIS, MO
Past

June 27, 2024 - February 24, 2026

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

September 18, 2022 - November 17, 2023

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
St Louis, MO
Past

November 20, 2017 - September 26, 2022

TD AMERITRADE, INC.

BD
CRD#: 7870
ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FI
FAITH INVESTOR SERVICES
FAITH INVESTOR SERVICES | FAITH INVESTOR SERVICES LLC

CRD#: 313337 / SEC#: 801-121223

RIA
Registered Investment Advisory firm - (5/17/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Missouri
(3/16/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/21/2025
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/29/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/20/2017
General Securities Representative Examination

Current Firm

FI
FAITH INVESTOR SERVICES
FAITH INVESTOR SERVICES | FAITH INVESTOR SERVICES LLC

CRD#: 313337 / SEC#: 801-121223

RIA
Registered Investment Advisory firm - (5/17/2021 Approved)
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Contact information

Main Address
Dallas, TX
Mailing Address
Phone number
(214) 462-7244
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FAITH INVESTOR SERVICES WRAP BROCHURE (3/31/2025)
FAITH INVESTOR SERVICES (3/31/2025)

Regulatory assets under management

Total Number of Accounts551
AUM (Assets Under Management)$ 196,790,672

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FAITH INVESTOR SERVICES

CRD#: 313337St. Louis, MO

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