Were you the victim of former Realta Equities, Inc. broker Jacob Harvey (CRD# 6410027)? He has been registered with Crescent Securities Group, Inc. in Plano, Texas, since 2026. He was registered with Realta Equities, Inc. in Wilmington, Delaware, from 2022 to 2026, Realta Investment Advisors, Inc in Neosho, Missouri, from 2022 to 2026, Concorde Asset Management, LLC in Livonia, Michigan, from 2020 to 2022, Concorde Investment Services, LLC in Ann Arbor, Michigan, from 2020 to 2022, JCC Advisors, LLC in Laguna Niguel, California, from 2017 to 2020, International Assets Investment Management, LLC in Springfield, Missouri, from 2016 to 2017, and International Assets Advisory, LLC in Orlando, Florida, from 2015 to 2017.
Jacob Harvey Customer Complaints
He has been the subject of one customer complaint, according to his CRD report:
March 2026. “Claimant alleges improper recommendations and other acts and omissions.” The case is currently pending. The complaint was regarding alternative investments losses.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, Realta Equities, Inc. may be liable for investment or other losses suffered by Jacob Harvey’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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