Jacob Andrew Hart

Current Employers

Employment History

• 04/2012 → 09/2025
  Avantax Investment Services, Inc.
  Carthage, IN
• 11/2011 → 12/2018
  Robert C. Winters Pc
  Carthage, IN
• 01/2014 → 12/2018
  Winters Cpa Group Llc
  Carthage, IN
• 07/2016 → 09/2025
  Avantax Insuarnce Agency Llc
  Carthage, IN
• 12/2018 → 08/2020
  Daryl J. Petry P.C.
  Noblesville, IN
• 08/2020 → Present
  Blue River Financial Llc Dba Blue River Financial
  Knightstown, IN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Knightstown, IN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-09-18 → 2025-09-05
  Avantax Advisory Services
  Knightstown, IN
  Knightstown, IN

Other Businesses

1) BLUE RIVER INVESTMENTS, LLC POSITION: LLC Member NATURE: Leasing office suite inside of existing building where current financial services are performed. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2021 ADDRESS: 9002 West US 40, Knightstown IN 46148, United States DESCRIPTION: Maintain books, records, grounds and facility. Collect rent. 2) LIONS CLUB OF CARTHAGE POSITION: Vice President NATURE: Our organization helps raise money for local community projects and enhancements. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 9002 W US-40, Knightstown IN 46148, United States DESCRIPTION: Moderator of meetings if President absent. 3) BLUE RIVER FINANCIAL LLC DBA BLUE RIVER FINANCIAL POSITION: Financial Advisor NATURE: Financial services entity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 130 START DATE: 08/31/2020 ADDRESS: 9001 W US-40, Knightstown IN 46148, United States DESCRIPTION: Provide financial services to clients. 4) AGRICULTURAL LAND PAYMENT POSITION: Owner NATURE: Rent payment paid to reimburse expenses to maintain CRP farm acreage. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2017 ADDRESS: 9002 W US-40, Knightstown IN 46148, United States DESCRIPTION: Planted 7,000 trees and 7 acres of native grass species. Now, only maintenance and compliance are required.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-09-11
• S63 Uniform Securities Agent State Law Examination
  2012-06-22