JH
JH

Jacob Hart

13 Years of Experience
Knightstown, IN
BrokerSells Insurance

Jacob Hart is a registered investment advisor, based in Knightstown, IN, with 13 years of industry experience.

Location

9002 West Us 40, Knightstown, IN, 46148

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jacob is an LLC member for Blue River Investments, sells equity indexed annuities through Avantax, and is an insurance agent for Avantax. He also dedicates nearly full-time hours as a financial advisor for Blue River Financial LLC and is involved with the Lions Club of Carthage and agricultural land maintenance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
September 2014 - September 2025 · 11 yrs
Avantax Investment Services, INC.Broker
May 2012 - September 2025 · 13 yrs 4 mos
State Registrations5 states
FLILINMIOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jacob Hart - Financial Advisor | TrueAdvisor