A complete list of active advisors currently associated with Live Oak Wealth Advisory Group, LLC

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Live Oak Wealth Advisory Group (d/b/a Jobes Solo Investment Group) serves individuals, high‑net‑worth clients, trusts, and estates with discretionary and non‑discretionary investment management and, when requested, stand‑alone financial planning and consulting. The firm also offers access to separately managed account programs, allocates to unaffiliated independent managers, and manages mutual‑fund sub‑divisions within variable annuity products. LOWAG combines quantitative model‑driven strategies from its QuantStrat division with fundamental, technical, cyclical and charting analysis, implementing adaptive asset‑management models (Adaptive High Yield Income, Adaptive Multi‑Asset Income, Adaptive Global Equity Growth) that emphasize downside risk limitation and income/capital appreciation using mutual funds and ETFs. The firm may also employ tactical tools — including options, short sales, use of margin and securities‑based loans, and selective cryptocurrency exposure via exchange‑traded securities or specialist managers — and it uses AI tools under a formal policy to support its investment process. Notable operational features that distinguish LOWAG from many peers include its QuantStrat activity as a research signal and model provider to an affiliated family office, explicit disclosure that borrowing and leveraged techniques may be used in client accounts, and a stated account enrollment threshold of $10,000,000 (negotiable). The firm also reports a sizable amount of assets under advisement in addition to managed assets and provides optional services (e.g., variable annuity sub‑division management), reflecting a client and service mix that differs from many similarly sized advisory teams.

To learn more about the advisors currently working at Live Oak Wealth Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.