Unclaimed Profile

Jacob Ivey

STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.·POMPANO BEACH, Florida

SIE, Series 7, Series 66Clean record11 years registeredSTRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.

2000 NORTH FEDERAL HIGHWAY, POMPANO BEACH, FL 33062CRD# 6231573Firm CRD# 135832

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jacob Ivey · POMPANO BEACH, FL

Registration

CRD #6231573 · STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. · 11 years registered

Brand Profile

Not yet started

Career History

STRATEGIC ASSET MANAGEMENT GROUP ADVISORS

Feb 2015 – present

LINCOLN INVESTMENT

Mar 2015 – Aug 2017

FORT WASHINGTON, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 13, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.

CRD 135832 · SEC 801-68978

AUM

$362M

Regulatory assets under management

Employees

392 client accounts

Services offered by STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jacob Ivey offer?

Jacob Ivey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in POMPANO BEACH, Florida for a consultation.

What are Jacob Ivey's credentials?

Jacob Ivey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jacob Ivey located?

Jacob Ivey is based in POMPANO BEACH, Florida, working with STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.. Their office serves clients in the POMPANO BEACH metropolitan area and surrounding communities.

How does Jacob Ivey charge for services?

Jacob Ivey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.?

STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC. has approximately 5 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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