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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Robert Harvey is a financial advisor registered with Janney Montgomery Scott LLC. Jonathan Harvey has been in the securities industry since 2002 and has been with the firm since 2002. The advisor has been registered as an investment advisor representative in Pennsylvania since 2006. Jonathan Harvey holds Series 7, 9, 10, and 66 licenses. He has a total of 3 approved registrations, including 1 state registration and 1 SRO registration. Jonathan Harvey specializes in Portfolio Management For Businesses, Portfolio Management For Individuals, and Portfolio Management For Individuals. Jonathan Harvey has a branch office located in Doylestown, PA.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
03/30/2006 - Present
Janney Montgomery Scott LLC (DOYLESTOWN PA)
BOTH
Issued 08/07/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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