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Jacob Harvey

Realta Investment Advisors, Inc.

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About Jacob Harvey

Jacob Harvey is an investment advisor representative registered with Realta Investment Advisors, Inc. Jacob has been in the industry since 2015 and has experience with a variety of firms including Concorde Investment Services, LLC, JCC Advisors, LLC and International Assets Advisory, LLC. Jacob holds Series 7 and Series 66 licenses and has a specialization in the areas of retirement planning, college savings, wealth management, insurance, and estate planning. Jacob’s current firm, Realta Investment Advisors, Inc., is an investment advisory firm with an office located in Wilmington, Delaware.

Firm Information

Jacob Harvey is currently registered with Realta Investment Advisors, Inc.. Realta Investment Advisors, Inc. is an investment advisor headquartered in Wilmington, DE with a team of over 80 professionals. They manage over $799 million in assets for individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and other clients. Realta provides a range of services including financial planning, pension consulting, portfolio management, and publication of periodicals. They also offer a wrap fee program.
Realta Investment Advisors, Inc.

1201 N. ORANGE STREET

WILMINGTON, DE 19801

$799.70M

Assets Under Management

Not reported

Total Clients

63

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Harvey’s Registration & Firm History

DE

08/17/2022 - Present

Realta Investment Advisors, Inc. (WILMINGTON DE)

MI

02/03/2020 - 08/16/2022

CONCORDE INVESTMENT SERVICES, LLC (ANN ARBOR MI)

CA

01/25/2017 - 01/14/2020

JCC ADVISORS, LLC (LAGUNA NIGUEL CA)

FL

02/09/2015 - 01/18/2017

INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)

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Licenses & Designations

BOTH

Issued 02/26/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/07/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Harvey.
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