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RIA / WealthAdvisorCertified Financial Planner27 years in industry

JAMES ANDREW BARNASH

Advisor at INVST, LLC

Vernon Hills, IL | INDIANAPOLIS, IN

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Search this name across graphsid dfx:ria:47ea4e0f-37fd-6e60-22c2-ebf7a5e66ef6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Mar 26, 1999 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INVST, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 26, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jul 2, 2013
First registration: Mar 26, 1999
Dual registered: no
Other names: JAMES A BARNASH
IAPD individual key: 839995

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INVST, LLC	Independent wealth	Jan 14, 2025	n/a	yes	Vernon Hills, IL\|INDIANAPOLIS, IN	Current employment
NS CAPITAL, LLC	Former SEC adviser	Mar 27, 2020	Jan 9, 2025	no	STAMFORD, CT\|Northbrook, IL	Previous registration
SSN ADVISORY, INC.	Former SEC adviser	Jul 6, 2018	Feb 27, 2020	no	Brookfield, WI	Previous registration
SGL FINANCIAL, LLC	Independent wealth	Mar 1, 2016	Jul 5, 2018	no	Buffalo Grove, IL	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Jun 5, 2013	Dec 17, 2015	no	OAK BROOK, IL\|GLENVIEW, IL\|FAIRFAX, VA	Previous registration
EHLERT FINANCIAL GROUP, INC.	n/a	Oct 23, 2012	May 8, 2013	no	LINCOLNSHIRE, IL	Previous registration
NFSG CORPORATION	Bd affiliated wealth	Aug 13, 2012	Sep 7, 2012	no	CHICAGO, IL\|BOCA RATON, FL	Previous registration
CINCINNATI ANALYSTS, INC	Former SEC adviser	Jul 9, 2010	Jun 9, 2011	no	CINCINNATI, OH	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 8, 2007	Mar 9, 2009	no	CHICAGO, IL\|CHICAGO, IL	Previous registration
OSAIC FA, INC.	Former SEC adviser	Mar 26, 1999	Jan 22, 2007	no	CHICAGO, IL\|CLAYTON, MO\|WAUKESHA, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NS CAPITAL, LLC	INVST, LLC	Jan 9, 2025	Jan 14, 2025	5	Firm change	RIA to RIA
SSN ADVISORY, INC.	NS CAPITAL, LLC	Feb 27, 2020	Mar 27, 2020	29	Firm change	Ibd to RIA
SGL FINANCIAL, LLC	SSN ADVISORY, INC.	Jul 5, 2018	Jul 6, 2018	1	Firm change	RIA to ibd
EDELMAN FINANCIAL SERVICES, LLC	SGL FINANCIAL, LLC	Dec 17, 2015	Mar 1, 2016	75	Firm change	Other
EHLERT FINANCIAL GROUP, INC.	EDELMAN FINANCIAL SERVICES, LLC	May 8, 2013	Jun 5, 2013	28	Firm change	Other
NFSG CORPORATION	EHLERT FINANCIAL GROUP, INC.	Sep 7, 2012	Oct 23, 2012	46	Firm change	Other
CINCINNATI ANALYSTS, INC	NFSG CORPORATION	Jun 9, 2011	Aug 13, 2012	431	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CINCINNATI ANALYSTS, INC	Mar 9, 2009	Jul 9, 2010	487	Firm change after gap	Other
OSAIC FA, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Jan 22, 2007	Jan 8, 2007	-14	Firm change	Other

Relationships

Registered with (10)

→ INVST, LLCRegistered adviserregistration: current employment
Jan 14, 2025 to presentfactForm ADV
→ NS CAPITAL, LLCRegistered adviserregistration: previous registration
Mar 27, 2020 to Jan 9, 2025factForm ADV
→ SSN ADVISORY, INC.Registered adviserregistration: previous registration
Jul 6, 2018 to Feb 27, 2020factForm ADV
→ SGL FINANCIAL, LLCRegistered adviserregistration: previous registration
Mar 1, 2016 to Jul 5, 2018factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jun 5, 2013 to Dec 17, 2015factForm ADV
→ EHLERT FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Oct 23, 2012 to May 8, 2013factForm ADV
→ NFSG CORPORATIONRegistered adviserregistration: previous registration
Aug 13, 2012 to Sep 7, 2012factForm ADV
→ CINCINNATI ANALYSTS, INCRegistered adviserregistration: previous registration
Jul 9, 2010 to Jun 9, 2011factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 8, 2007 to Mar 9, 2009factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Mar 26, 1999 to Jan 22, 2007factForm ADV

Dated events

Occurred
Jan 9, 2025
Advisor changed firm
James Andrew Barnash left Ns Capital, Llc for Invst, Llc (registered 2025-01-14)
Form ADVobserved 3 days ago