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Jacob Harvey

Advisor at Realta Investment Advisors, Inc

Updated today

Location

Neosho, MO

Credentials

Series 66

Industry experience

11 years

About

Jacob Harvey is a financial advisor at Realta Investment Advisors, Inc. with 11 years of industry experience. He holds a Series 66 designation and has worked at several firms including Concorde Investment Services, LLC and Contineo Advisors, LLC. In addition to his advisory role, he is involved with Tax Alpha Companies, which provides tax strategy services to high-net-worth individuals, CPAs, and attorneys. Realta Investment Advisors, Inc. is an SEC-registered enterprise adviser managing approximately $343 million in client assets with a team of 54 advisors. The firm offers portfolio management, financial and estate planning, retirement-plan advisory, and access to a wide range of investment options through a platform that supports both advisor-directed and third-party managed accounts.

Client services

Based on Realta Investment Advisors, Inc

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Expertise

Based on Realta Investment Advisors, Inc

Options & derivatives strategies Concentrated stock management Private / alternative investments Long-term care insurance Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Realta Investment Advisors, Inc

Founder/Business Owner Executive Self-Employed

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Fee options

Fixed

Fixed fees for financial planning services, typically ranging from $500 to $5,000 or more

Percentage

$0+: Up to 2.50% annually (APM programs maximum) $0+: Total annual fee (RIA + Third Party Platform) shall not exceed 3.00% $0+: Up to 2.00% annually for retirement plans and plan participants

Commissions

Advisors also registered representatives may earn commissions on securities and insurance sales; conflicts disclosed

Project-based

Hourly financial planning fees range from $60 to $400 per hour, billed in 15-minute increments

Other

Fee-only: Financial planning fees negotiated case-by-case; hourly rates $60 to $400 per hour; fixed fees typically $500 to $5,000 or more

Location

Neosho, MO

Most active in

Missouri

Work history

Realta Equities, Inc.

2022 - Present (4 years)

Realta Investment Advisors, Inc.

2022 - Present (4 years)

Concorde Investment Services, LLC

2020 - 2022 (2 years)

Resource Royalty LLC

2018 - 2019 (1 year)

JCC Advisors LLC

2017 - 2020 (3 years)

Contineo Advisors, LLC

2014 - 2021 (7 years)

Missouri Valley REIT

2014 - 2017 (3 years)

Burch Insurance

2013 - 2016 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Troy S

CFP®, Series 63, Series 66

Joplin, MO

Truenorth Wealth & Impact, LLC

Troy Stovern is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Truenorth Wealth & Impact, LLC since 2022. Prior to this, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC from 2009 to 2022. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm employs a customized, risk-adjusted, tax-aware investment approach using a blend of active and passive strategies and conducts due diligence on third-party managers as part of its portfolio management.

Tax-loss harvesting Wealth management Private / alternative investments
user avatar

Connor W

Series 65

Joplin, MO

Truenorth Wealth & Impact, LLC

Connor Williamson is a financial advisor at Truenorth Wealth & Impact, LLC, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Dankpack, Bryanston Country Club, Missouri Southern State University, Bastion Advisory, and St Stithians College. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm employs a customized, risk-adjusted, tax-aware investment approach using a combination of active and passive strategies across various asset classes and integrates third-party manager programs into its portfolio management.

Tax-loss harvesting Wealth management Private / alternative investments
user avatar

Bryan V

CFP®, CFA®, Series 63, Series 65

Joplin, MO

Truenorth Wealth & Impact, LLC

Bryan Vowels is a CFP® and CFA® with 25 years of experience in the financial services industry. He has worked at Wells Fargo Advisors and Wells Fargo Clearing Services before joining Truenorth Wealth & Impact, LLC in 2022. Truenorth Wealth & Impact provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, foundations, and businesses. The firm emphasizes customized, risk-adjusted, tax-aware asset allocation using a combination of active and passive strategies and integrates third-party manager programs into its portfolio implementation.

Tax-loss harvesting Wealth management Private / alternative investments
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Dianne E

Series 63, Series 66

Neosho, MO

Cetera

Dianne Eggert is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at several firms including Voya Financial and Directed Services, LLC. Outside of her advisory role, she is active as a public speaker at churches and faith-based events. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with institutional trust services.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Kevin H

Series 63, Series 66

Neosho, MO

Edward Jones

Kevin Hatfield is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2008 and holds Series 63 and Series 66 designations. Outside of advising, he performs marriages and officiates funerals and is co-owner of an event venue rental business in Pierce City, MO. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k) Wealth management Retired Founder/Business Owner Executive

Rachel D

Series 66

Neosho, MO

Edward Jones

Rachel Dobbs is a financial advisor at Edward Jones with eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Downstream Casino Resort for five years. Dobbs holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Retirement income strategy General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive Women Professionals Women's Finance
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