Strategic Wealth Designers
- Jacob Provart
Jacob Provart
Director Of Financial Planning at Strategic Wealth Designers
Jacob Provart is currently the Director of Financial Planning at Strategic Wealth Designers, where Jacob is an Investment Adviser Representative with Strategic Wealth Investment Group, LLC. Jacob is also a life & health licensed insurance broker with Strategic Wealth Designers, LLC. Prior to their current role, Jacob worked as an Investment Solutions Representative at Fidelity Investments and held various client support roles at Ameriprise Financial Services, Inc. Jacob also has experience as an Agent at Aflac. Jacob attended the University of Minnesota from 2015 to 2018.
Timeline
Director Of Financial Planning
June, 2023 - present
Financial Advisor Manager
August, 2022
Financial Advisor
October, 2020
Related people
Sarah Mouser
Director of Financial Planning at Cassaday & Company
John Male
Director of Financial Planning at Gassman Financial Group
Mamie Wheaton
Director of Financial Planning at LearnLux
Astute Evans, CFP®
Director Of Financial Planning at Facet
Cert Cii Matthew Manders Dippfs (MP)
Director Of Financial Planning at Charles Stanley Group