linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Raymond Pounds

Harvest Investment Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your Profile

About Jeffrey Raymond Pounds

Jeffrey Pounds is an Investment Advisor Representative registered in South Carolina and Texas. Jeffrey has been working in the financial services industry since 2018 and has experience with firms such as Prospera Financial Services, Inc. and Cambridge Investment Research, Inc. Jeffrey is currently registered with Harvest Investment Services, LLC and is based in Myrtle Beach, South Carolina. Jeffrey's expertise includes financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Jeffrey Pounds is currently registered with Harvest Investment Services, LLC. Harvest Investment Services, LLC is an investment advisor headquartered in OAKBROOK TERRACE, IL. They provide financial planning, pension consulting, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. Their approximate assets under management are $281,661,252. They have 21 investment advisor representatives and 5 adviser representatives for other investment advisors. They have 2,862 total accounts and 2,862 discretionary accounts. They serve individual and institutional clients, including individuals (other than high-net-worth), high-net-worth individuals, and pooled investment vehicles. They also participate in wrap fee programs.
Harvest Investment Services, LLC

1 TRANSAM PLAZA DRIVE

OAKBROOK TERRACE, IL 60181-4285

$281.66M

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jeffrey Pounds’s Registration & Firm History

SC

09/03/2024 - Present

Harvest Investment Services, LLC (Myrtle Beach SC)

SC

01/14/2020 - 08/30/2024

PROSPERA FINANCIAL SERVICES, INC. (MYRTLE BEACH SC)

NC

10/05/2018 - 12/05/2019

CAMBRIDGE INVESTMENT RESEARCH, INC. (Belmont NC)

Not sure if Jeffrey Raymond Pounds is right for you?

Licenses & Designations

IA

Issued 02/02/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/09/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/06/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Raymond Pounds.
Not sure if Jeffrey Raymond Pounds is right for you?