Unclaimed Profile

Jacob Ivey

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

Clean recordSTRATEGIC 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jacob Ivey is a registered financial advisor based in POMPANO BEACH, Florida, affiliated with STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

STRATEGIC ASSET MANAGEMENT GROUP ADVISORS, INC.

STRATEGIC ASSET MANAGEMENT GROUP ADVISORS

AUM

$362M

Regulatory assets under management

Employees

Total firm employees

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

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6231573

Firm CRD# 135832

View on FINRA BrokerCheck →

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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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