Jacob Provart

STRATEGIC WEALTH INVESTMENT GROUP

Denver, CO 80237

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CRD#: 6822853

Professional summary

Jacob Provart, who also goes by Jacob Mchatton Provart, Jacob M Provart, Jacob Provart, Jacob Provost, is a registered financial advisor currently at STRATEGIC WEALTH INVESTMENT GROUP, LLC located in Denver, Colorado.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jacob has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jacob Mchatton Provart | Jacob M Provart | Jacob Provart | Jacob Provost

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Provart's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 9, 2020 - Present

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Office #1: 4600 S Syracuse St Ste 650, Denver, CO 80237

RIA

CRD#: 165474

Denver, CO

Past

September 5, 2019 - September 30, 2020

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

GREENWOOD VILLAGE, CO

Past

August 28, 2019 - September 29, 2020

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GREENWOOD VILLAGE, CO

Past

September 28, 2018 - July 29, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MINNEAPOLIS, MN

Past

July 28, 2017 - July 29, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC WEALTH INVESTMENT GROUP, LLC

STRATEGIC WEALTH DESIGNERS | STRATEGIC WEALTH INVESTMENT GROUP, LLC | STRATEGIC WEALTH DESIGNERS, LLC

CRD#: 165474 / SEC#: 801-117642

RIA

Registered Investment Advisory firm - (11/14/2019 Approved)

Indiana

Registered Investment Advisory firm - (11/20/2019 Terminated)

Kentucky

Registered Investment Advisory firm - (11/25/2019 Terminated)

Ohio

Registered Investment Advisory firm - (11/20/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(12/9/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/4/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/28/2017

General Securities Representative Examination

Current Firm

STRATEGIC WEALTH INVESTMENT GROUP, LLC

STRATEGIC WEALTH DESIGNERS | STRATEGIC WEALTH INVESTMENT GROUP, LLC | STRATEGIC WEALTH DESIGNERS, LLC

CRD#: 165474 / SEC#: 801-117642

RIA

Registered Investment Advisory firm - (11/14/2019 Approved)

Indiana

Registered Investment Advisory firm - (11/20/2019 Terminated)

Kentucky

Registered Investment Advisory firm - (11/25/2019 Terminated)

Ohio

Registered Investment Advisory firm - (11/20/2019 Terminated)

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Contact information

Main Address

Louisville, KY

Mailing Address

Phone number

(502) 412-3354

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/30/2025)

Regulatory assets under management

Total Number of Accounts	7,626
AUM (Assets Under Management)	$ 1,110,956,980

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jacob Provart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Provart's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

STRATEGIC WEALTH INVESTMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/4/2018

SIE

Date: 10/1/2018

Series 7

Date: 7/28/2017

Current Firm

STRATEGIC WEALTH INVESTMENT GROUP, LLC

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRATEGIC WEALTH INVESTMENT GROUP, LLC

TRUST BUT VERIFY

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