Jacob Theodore Harmann

Current Employers

Employment History

• 06/2024 → 09/2025
  Avantax Advisory Services
  Racine, WI
• 06/2024 → Present
  Mga Wealth Management
  Racine, WI
• 02/2017 → Present
  Union Grove Elementary School
  Union Grove, WI
• 09/2006 → 05/2019
  Full Time Education
  Union Grove, WI
• 05/2025 → 09/2025
  Avantax Investment Services, Inc.
  Racine, WI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Corpus Christi, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-09-20 → 2025-09-05
  Avantax Advisory Services
  Racine, WI
  Dallas, TX

Other Businesses

MGA WEALTH MANAGEMENT POSITION: Wealth Management Assistant NATURE: I'm a wealth management assistant and I assist in operations. Operations can consist of filling out client paperwork, answering phones, booking appointments, taking notes in meetings. MGA wealth management company is an advisory firm that specializes in tax-efficient, goals based planning, and money management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/03/2024 ADDRESS: 5402 Douglas Avenue, Racine WI 53402, United States DESCRIPTION: I assist in day to day operations. I will answer phone calls, set up meetings, and just overall help in day to day operations within the office. UNION GROVE ELEMENTARY SCHOOL POSITION: Custodian NATURE: As a custodian of this school I clean and maintain the school grounds to the best of my ability. I am a substitute custodian so I only fill in when needed. Union Grove is a K-8 elementary school in Union Grove Wisconsin. It is a public education facility. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/16/2017 ADDRESS: 1745 Mildrum street, Union Grove WI 53402, United States DESCRIPTION: As a custodian of this school I clean and maintain the school grounds to the best of my ability. This includes sweeping, mopping, taking out garbage, and vacuuming. 3) Union Grove Elementary School; Custodian; As a custodian of this school I clean and maintain the school grounds to the best of my ability. I am a substitute custodian so I only fill in when needed. Union Grove is a K-8 elementary school in Union Grove Wisconsin. It is a public education facility. ; NIR; 0; 02/16/2017; 1745 Mildrum street Union Grove WI 53402; As a custodian of this school I clean and maintain the school grounds to the best of my ability. This includes sweeping, mopping, taking out garbage, and vacuuming. 4) MGA Wealth Management; Wealth Management Assistant; I'm a wealth management assistant and I assist in operations. Operations can consist of filling out client paperwork, answering phones, booking appointments, taking notes in meetings. MGA wealth management company is an advisory firm that specializes in tax-efficient, goals based planning, and money management.; IR; 130; 06/03/2024; 5402 Douglas Avenue Racine WI 53402; I assist in day to day operations. I will answer phone calls, set up meetings, and just overall help in day to day operations within the office.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-08-29
• S65 Uniform Investment Adviser Law Examination
  2024-09-20

Other Names

• Jt Theodore Harmann