Jacob Hart (CRD# 6060210) is an Investment Advisor Representative working at Avantax Advisory Services in Knightstown, IN and has over 11 years of experience in the finance industry.
CRD# 2675542
Stifel, Nicolaus & Company, Incorporated
CRD# 1527215
Lincoln Investment
CRD# 4698983
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Blue River Financial Llc Dba Blue River Financial | Knightstown, IN | Aug 2020 - Current | 3 |
| Avantax Insuarnce Agency LLC | Carthage, IN | Jul 2016 - Current | 7 |
| Avantax Investment Services, Inc. | Carthage, IN | Apr 2012 - Current | 12 |
| Daryl J. Petry P.c. | Noblesville, IN | Dec 2018 - Aug 2020 | 1 |
| Winters Cpa Group LLC | Carthage, IN | Jan 2014 - Dec 2018 | 4 |
| Robert C. Winters Pc | Carthage, IN | Nov 2011 - Dec 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2014 |
- IN
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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