linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacob Provart

Strategic Wealth Investment Group, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacob? Claim Your Profile

About Jacob Provart

Jacob Provart is a financial advisor registered with Strategic Wealth Investment Group, LLC. Jacob is based in Louisville, Kentucky. Jacob is licensed in Kentucky and Colorado. Jacob has been in the industry since 2017. Jacob has been registered with Strategic Wealth Investment Group, LLC since 2020. Jacob has also worked at Fidelity Brokerage Services LLC and Ameriprise Financial Services, Inc. Jacob is a Series 66, Series 7 and SIE licensed. Jacob specializes in providing financial advice to high net worth individuals and other individuals. Jacob is also licensed to provide financial planning, educational seminars, and portfolio management for businesses and individuals.

Firm Information

Jacob Provart is currently registered with Strategic Wealth Investment Group, LLC. Strategic Wealth Investment Group, LLC is a registered investment advisor based in Louisville, Kentucky. With over 31 licensed agents and 27 investment adviser representatives, the firm manages approximately $900.8 million in assets for 22,963 clients. Strategic Wealth Investment Group, LLC specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. The firm serves a variety of clients, including high-net-worth individuals and individuals other than high-net-worth.
Strategic Wealth Investment Group, LLC

500 N. HURSTBOURNE PARKWAY

LOUISVILLE, KY 40222

$900.77M

Assets Under Management

15

Total Clients

27

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacob Provart’s Registration & Firm History

KY

01/01/2025 - Present

Strategic Wealth Investment Group, LLC (LOUISVILLE KY)

CO

08/28/2019 - 09/29/2020

FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)

MN

07/28/2017 - 07/29/2019

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

Not sure if Jacob Provart is right for you?

Licenses & Designations

BOTH

Issued 09/04/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Provart.
Not sure if Jacob Provart is right for you?