Unclaimed Profile

Jacob Provart

STRATEGIC WEALTH INVESTMENT GROUP, LLC·LOUISVILLE, Kentucky

SIE, Series 7, Series 66Clean record7 years registeredSTRATEGIC WEALTH INVESTMENT GROUP, LLC

500 N. HURSTBOURNE PARKWAY, LOUISVILLE, KY 40222CRD# 6822853Firm CRD# 165474

Profile Verification

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

Identity

Jacob Provart · LOUISVILLE, KY

Registration

CRD #6822853 · STRATEGIC WEALTH INVESTMENT GROUP, LLC · 7 years registered

Brand Profile

Not yet started

Career History

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Dec 2020 – present

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Sep 2019 – Sep 2020

GREENWOOD VILLAGE, CO

AMERIPRISE FINANCIAL SERVICES, INC.

Sep 2018 – Jul 2019

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · September 28, 2018

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC WEALTH INVESTMENT GROUP, LLC

CRD 165474 · SEC 801-117642

AUM

$901M

Regulatory assets under management

Employees

22,963 client accounts

Services offered by STRATEGIC WEALTH INVESTMENT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STRATEGIC WEALTH INVESTMENT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jacob Provart offer?

Jacob Provart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOUISVILLE, Kentucky for a consultation.

What are Jacob Provart's credentials?

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

Where is Jacob Provart located?

Jacob Provart is based in LOUISVILLE, Kentucky, working with STRATEGIC WEALTH INVESTMENT GROUP, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Jacob Provart charge for services?

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

How large is STRATEGIC WEALTH INVESTMENT GROUP, LLC?

STRATEGIC WEALTH INVESTMENT GROUP, LLC has approximately 76 employees and manages $901M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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