Jacob Brian Ray
Investment adviser representative at Savvy
11 yearsExperience
2 statesRegistered in
$5BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- SavvyNov 2025 to now
- Colorado Wealth Group, LLCAug 2020 to Nov 2025
- MML Investor Services, LLCMar 2016 to Aug 2020
- Massmutual Life Insurance CoApr 2015 to Aug 2020
- Harp Financial Group, LLCMar 2015 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6111509
- Firm CRD
- 318493