William HarveyCRD Number: 7115299
Current Firm: Edward Jones
William Harvey (CRD# 7115299) is an Investment Advisor Representative working at Edward Jones in Redwood City, CA and has over 3 years of experience in the finance industry.
Monetary Management Corporation
Perigon Wealth Management, LLC
J.p. Morgan Securities LLC
|Edward Jones||St Louis, MO||Jun 2019 - Current||3|
|Unemployed||Redwood City, CA||Jan 2019 - May 2019||< 1|
|Super Micro Computer, Inc.||San Jose, CA||Apr 2018 - Jan 2019||< 1|
|Applied Computer Solutions Inc.||Santa Clara, CA||Jan 2010 - May 2018||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
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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