Jacob Harvey is a registered investment advisor, based in Neosho, MO, with 11 years of industry experience.
Location
Neosho, MO
Get directionsHistory
Regulatory History
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.
Learn about disclosures →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 Investment Advisors, INC
Realta Equities, INC.Broker
Realta Equities, INC.
Previous Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Jcc Advisors, LLCBroker
International Assets Investment Management, LLC
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.