Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
123 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$376.7M

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
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Location

2000 North Federal Highway, Suite 202, Pompano Beach, FL, 33062

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jacob works as an Investment Advisor Representative at Strategic Asset Management, providing financial services and customer service. This is a full-time commitment for Jacob.

Employment History
Current Registrations
Strategic Asset Management Group Advisors
February 2015 - Present · 11 yrs
Lincoln InvestmentBroker
September 2013 - Present · 12 yrs 5 mos
Previous Registrations
Lincoln Investment
March 2015 - August 2017 · 2 yrs 5 mos
State Registrations9 states
AZCAFLGAMINYUTVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jacob Ivey - Financial Advisor | TrueAdvisor