Jacob Harvey
Professional summary
Jacob Harvey, who also goes by Jacob Isaiah Harvey, is a registered financial professional currently at CRESCENT SECURITIES GROUP, INC. located in Plano, Texas.
Jacob is registered as a RR (Registered Representative) and started their career in finance in 2015. Jacob has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jacob Harvey's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 8, 2026 - Present
CRESCENT SECURITIES GROUP, INC.
Office #1: 4975 Preston Park Blvd. Suite 820, Plano, TX 75093August 17, 2022 - July 6, 2026
REALTA INVESTMENT ADVISORS, INC
August 17, 2022 - July 6, 2026
REALTA EQUITIES, INC.
April 2, 2020 - August 16, 2022
CONCORDE ASSET MANAGEMENT, LLC
February 3, 2020 - August 16, 2022
CONCORDE INVESTMENT SERVICES, LLC
January 25, 2017 - January 14, 2020
JCC CAPITAL MARKETS, LLC
January 7, 2016 - January 18, 2017
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
February 27, 2015 - December 31, 2015
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
February 9, 2015 - January 18, 2017
INTERNATIONAL ASSETS ADVISORY, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
Current Firm
CRESCENT SECURITIES GROUP, INC.
CRD#: 114993 / SEC#: , 8-53457
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 2 |
Red Flags
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Company Information
CRESCENT SECURITIES GROUP, INC.
CRD#: 114993Plano, TX 75093TRUST BUT VERIFY
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