Jacob Ivey
Investment adviser representative at Strategic Asset Management Group Advisors
13 yearsExperience
1 stateRegistered in
$416.5MFirm assets
18 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Strategic Asset Management Group AdvisorsSep 2013 to now
- Lincoln Investment PlanningAug 2013 to now
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Strategic Asset Management Group Advisors
Legal name: Strategic Asset Management Group Advisors, Inc.
$416.5MAssets managed
126Clients
2Advisers
18 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
- 6231573
- Firm CRD
- 135832