Jacob Robert Schmidt

Current Employers

Employment History

• 10/2019 → Present
  Moorman, Harting & Company
  Coldwater, OH
• 04/2018 → 05/2020
  Fastenal
  Bowling Green, OH
• 08/2018 → 08/2019
  Bowling Green State University Postal Service
  Bowling Green, OH
• 05/2019 → 08/2019
  Copper Beech At Bowling Green
  Bowling Green, OH
• 08/2015 → 06/2020
  Bowling Green State University
  Bowling Green, OH
• 06/2025 → 09/2025
  Avantax Investment Services Inc.
  Coldwater, OH
• 06/2025 → 09/2025
  Avantax Advisory Services
  Coldwater, OH
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Coldwater, OH
• 07/2026 → Present
  Cetera Investment Advisor
  Schaumburg, IL

Other Businesses

1) Moorman, Harting & Company; CPA/ Staff Accountant; Provides CPA, Bookkeeping, tax services, and general tax guidance to individuals and businesses.; No; 160; 130; 10/04/2019; 815 West Main Street Coldwater OH 45828; Provide guidance and advice to clients. Review younger staffs work. Prepare individual and entity income tax returns, prepare write ups, prepare payroll taxes, prepare other tax returns (CAT, Sales Tax, Use Tax, Excise tax, Heavy Highway Use Tax etc.) 2) Coldwater Community Picnic; Co-Treasurer; The Treasurer is responsible for managing the financial activities of the Coldwater Community Picnic, a nonprofit, tax-exempt organization dedicated to supporting the Coldwater Park and Coldwater Library through an annual town festival.; NIR; 1; 0; 02/07/2025; PO BOX 86 Coldwater OH 45828; Duties include: Writing checks and approving payments for event and organizational expenses. Maintaining accurate and up-to-date financial records and bookkeeping. Counting and depositing money raised from fundraising activities. Attending planning meetings and participating in decision-making processes.

Exams

• S66 Uniform Combined State Law Examination
  2026-06-26

Other Names

• Jalob Robert Schmidt
• Jacob Schmidt