Chief of Staff

Jacob Harvey

Jacob Harvey is a consultant who brings nearly a decade of diverse commercial real estate experience to his work with Tax Alpha Companies. He provides consultative guidance and thought leadership on real estate ownership, energy and natural resources projects and 1031 services. His background includes five years as a property management executive and more than ten years facilitating 1031 exchanges.

Jacob graduated from Southwest Baptist University in Bolivar, Missouri in 2004 with a B.S. in Political Science and Communication. An accomplished professional with proven public speaking skills, he is a natural leader and enjoys using his insights and experiences to help financial professionals choose their path forward in the industry. Outside of the office, Jacob indulges his passion for painting, reading, golf—and his admitted weakness for a good corn dog.

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Matt Chancey, Ross Brannon, Johnny Borrelli, Jimmy Nelson and Jacob Harvey are Registered Representatives of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC. 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

Realta Wealth is a trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.

813-565-OTAX

200 N. Pierce Street, Suite 2A-202
Tampa, FL 33602
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