Jacob
Ivey

Strategic Asset Management Group Advisors

CRD#6231573
Investment Advisor
in Pompano Beach, FL

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About this Advisor

Jacob Ivey is a financial advisor who works out of Pompano Beach, Florida, with a total of 8 years of industry experience. Ivey works at Strategic Asset Management Group Advisors. Over the course of their career, Ivey has held roles at Strategic Asset Management Group Advisors, Boca Raton Resort & Club and Lincoln Investment Planning. Ivey maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Strategic Asset Management Group Advisors is a registered investment company operating out of Pompano Beach, FL. It oversees $331 million in assets across its 389 client accounts, placing it among the mid-sized firms in the country by assets under management. Of its 389 client accounts, 52% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely vary depending on which services are provided. Fee types billed by Strategic Asset Management Group Advisors typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2000 North Federal Highway Suite 202
Pompano Beach, FL 33062

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Strategic Asset Management Group Advisors Brokerage Details

Total Assets Under Management

$330,520,813

FL Average: $1,855,561,029
Total Number of Employees

5

FL Average: 62
Total Number of Accounts

389

FL Average: 2,474
Average Account Size

$849,668

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jacob Ivey Work History

Jacob has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Strategic Asset Management Group Advisors

2013 - Present (11 years)

Strategic Asset Management Group Advisors

2013 - Present (11 years)

Lincoln Investment Planning

2011 - 2013 (2 years)

Boca Raton Resort & Club

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jacob Ivey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Strategic Asset Management Group Advisors

Jacob Ivey
Pompano Beach, FL
Robert Oden
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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