Jennifer Harvey (CRD# 4625872) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bellefontaine, OH and has over 15 years of experience in the finance industry.
CRD# 5441376
Park Avenue Securities LLC
CRD# 4482317
Edward Jones
CRD# 2247465
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Mar 2024 - Current | < 1 |
| Classical Conversations Homeschool Campus Co-op | Springfield, OH | Aug 2023 - Current | < 1 |
| Cetera Advisors LLC | St Cloud, MN | Feb 2023 - Current | 1 |
| Cetera Advisors | St Cloud, MN | May 2022 - Feb 2023 | < 1 |
| Unemployed: Stay At Home Mom | Urbana, OH | Nov 2020 - May 2022 | 1 |
| Nacl The Salt SPA | Urbana, OH | Feb 2019 - Nov 2020 | 1 |
| Unemployed: Stay At Home Mother | Urbana, OH | Jul 2015 - Feb 2019 | 3 |
| Tiaa | Ann Arbor, MI | Aug 2013 - Jul 2015 | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Ann Arbor, MI | Aug 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2008 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- OH
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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