Jason Harvey (CRD# 3048618) is an Investment Advisor Representative working at Active Lifestyle Financial Planning in Charleston, SC and has over 12 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Active Lifestyle | Charleston, SC | Mar 2012 - Current | 12 |
| Saic | N.charleston, SC | Jan 2010 - Nov 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2011 |
- SC
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
SC, TX
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