JH
JH

Jacob Harvey

10 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
57 advisors
Number of Clients
1,958 clients
Average Client Portfolio
$175K average
Assets Under Management
$343.5M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

1201 N. Orange Street, Suite 729, Wilmington, DE, 19801

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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 is an Investment Advisor Representative at Realta Investment Advisors, dedicating full-time hours to investment advisory services. He also works full-time at Tax Alpha Companies, focusing on tax strategy for high-net-worth individuals, CPAs, attorneys, and other COIs.

Employment History
Current Registrations
Realta Equities, INC.Broker
August 2022 - Present · 3 yrs 6 mos
Realta Investment Advisors, INC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Concorde Asset Management, LLC
April 2020 - August 2022 · 2 yrs 4 mos
Concorde Investment Services, LLCBroker
February 2020 - August 2022 · 2 yrs 6 mos
Jcc Advisors, LLCBroker
January 2017 - January 2020 · 3 yrs
International Assets Investment Management, LLC
January 2016 - January 2017 · 1 yr
International Assets Investment Management, LLC
February 2015 - December 2015 · 10 mos
International Assets Advisory, LLCBroker
February 2015 - January 2017 · 1 yr 11 mos
State Registrations2 states
DEMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.