Jacob Provart
Investment adviser representative at Strategic Wealth Investment Group, LLC
13 yearsExperience
1 stateRegistered in
$1.4BFirm assets
6 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Wealth Investment Group, LLCOct 2020 to now
- Fidelity InvestmentsAug 2019 to Sep 2020
- Ameriprise FinancialMay 2017 to Jul 2019
- University of MinnesotaAug 2013 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CO).
Strategic Wealth Investment Group, LLC
$1.4BAssets managed
3,900Clients
33Advisers
6 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
- 6822853
- Firm CRD
- 165474