Jacob Ivey has been Partner of Strategic Asset Management Group Advisors since January 2025, is a control person of the firm and directly owns between 25% and 50% of it. Jacob Ivey holds a BS in Business Economics from Florida Atlantic University.
Strategic Asset Management Group Advisors, Inc. is a Pompano Beach, FL firm with $416M under management, 126 clients and 3 advisers in one office, as of its March 2026 filing.
Jake Ivey is a Partner of SAM Group. He is responsible for client relations, trading and fund research, and is a member of the firm's Investment and Strategies Committee.
Jacob Ivey’s longest registration is the current one, 11 years at Strategic Asset Management Group Advisors since 2015.
- Lincoln Investment– · 2 yearsFort Washington, PA · Adviser representative · Firm CRD 519
- – present · 11 yearsPompano Beach, FL · Adviser representative · Firm CRD 135832
Investment adviser representative registrations
Jacob Ivey is registered as an investment adviser representative in Florida, since February 2015.
- FloridaSince 13 February 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 25 October 2014 |
| Series 7 | General Securities Representative Examination | 5 September 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6231573
- Firm
- Strategic Asset Management Group Advisors · CRD 135832
- Role
- Partner
- Office
- 2000 NORTH FEDERAL HIGHWAY, SUITE 202, Pompano Beach, FL 33062
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 2013
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- 1samgroup.com
Where does Jacob Ivey work?
Jacob Ivey has been Partner of Strategic Asset Management Group Advisors, Inc. since January 2025, and is a control person of the firm.
Is Jacob Ivey a financial advisor?
Yes. Jacob Ivey has a current investment-adviser registration in Florida, through Strategic Asset Management Group Advisors since February 2015.
How many years of experience does Jacob Ivey have?
Jacob Ivey has 13 years in the financial industry, since September 2013, across 2 adviser firms.
What exams has Jacob Ivey passed?
Jacob Ivey has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2013. FINRA credited Jacob Ivey with the SIE, which began in October 2018.
Where is Jacob Ivey based?
Jacob Ivey’s registered office is in Pompano Beach, FL.
Is Jacob Ivey registered with FINRA?
Yes. Jacob Ivey has a current broker registration, under CRD 6231573.
Source: FINRA BrokerCheck
How can I verify Jacob Ivey’s record?
Search CRD 6231573 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jacob Ivey’s full registration record.