Jacob Olinger

Current Employers

Employment History

• 06/2023 → Present
  Strategizewealthmanagementgroupincdbastrategizetaxes&Investments
  Orland Park, IL
• 06/2023 → Present
  Strategize Tax Service, Llc
  Orland Park, IL
• 05/2022 → 08/2022
  Strategizewealthmanagementgroupincdbastrategizetaxes&Investments
  Orland Park, IL
• 05/2021 → 08/2021
  Camelot Homes Inc
  New Lenox, IL
• 05/2019 → 09/2020
  Instacart
  Kalamazoo, MI
• 06/2018 → 08/2018
  C & O Management Co Inc.
  Bensenville, IL
• 04/2019 → 04/2023
  Western Michigan University
  Kalamazoo, MI
• 08/2015 → 05/2019
  Providence Catholic High School
  New Lenox, IL
• 05/2023 → 05/2023
  Unemployed
  Homer Glen, IL
• 07/2024 → 09/2025
  Avantax Investment Services Inc.
  Orland Park, IL
• 07/2024 → 09/2025
  Avantax Advisory Services
  Orland Park, IL
• 07/2024 → 09/2025
  Avantax Insurance Agency, Llc
  Orland Park, IL
• 06/2024 → 12/2024
  Polar Road
  Homer Glen, IL
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Orland Park, IL
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2025-05-27 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Orland Park, IL

Other Businesses

STRATEGIZE TAX SERVICE, LLC POSITION: Office Administrative Assistant NATURE: We offer tax preparation services and tax planning for clients. Serve's tax preparation and tax advisory needs INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 06/26/2023 ADDRESS: 9538 W 147th Street, Orland Park IL 60462, United States DESCRIPTION: Answering phones, greeting clients, helping with paperwork, setting appointments, assisting tax preparers STRATEGIZE WEALTH MANAGEMENT GROUP INC. DBA STRATEGIZE TAXES & INVESTMENTS POSITION: Office Administrative Assistant NATURE: Strategize offers financial planning services, investment planning. Also offers tax services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/26/2023 ADDRESS: 15255 S. 94th Avenue, Suite 524, Orland Park IL 60462, United States DESCRIPTION: Answering phones, completing paperwork, redtail updates, setting appointments, greeting guests

Exams

• S66 Uniform Combined State Law Examination
  2025-05-27

Other Names

• Jacob F Olinger
• Jacob Francis Olinger