Jacob Robert Schmidt
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCJul 2026 to now
- Cetera Investment AdvisorJul 2026 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Moorman, Harting & CompanyOct 2019 to now
- Avantax Advisory ServicesJun 2025 to Sep 2025
- Avantax Investment Services Inc.Jun 2025 to Sep 2025
- Copper Beech At Bowling GreenMay 2019 to Aug 2019
- Bowling Green State University Postal ServiceAug 2018 to Aug 2019
- FastenalApr 2018 to May 2020
- Bowling Green State UniversityAug 2015 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7204193
- Firm CRD
- 105644