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Joseph Andrew Jolson

Harvest Capital Strategies LLC

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About Joseph Andrew Jolson

Joseph Jolson is a financial advisor with over 20 years of experience in the industry. Currently, Joseph is a Registered Representative with Harvest Capital Strategies LLC and has been associated with the firm since October 2008. Joseph has held previous positions at JMP SECURITIES LLC and NATIONSBANC MONTGOMERY SECURITIES LLC. He is also a board member of WORKSPACE PROPERTY TRUST. Joseph has a strong focus on providing equity research services and portfolio management for pooled investment vehicles.

Firm Information

Joseph Jolson is currently registered with Harvest Capital Strategies LLC. Harvest Capital Strategies LLC is a San Francisco, CA-based investment advisor with $365,859,659 in regulatory assets under management. The firm provides portfolio management services for pooled investment vehicles.
Harvest Capital Strategies LLC

600 MONTGOMERY STREET

SAN FRANCISCO, CA 94111

$365.86M

Assets Under Management

5

Total Clients

4

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.

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equity research services described in the brochure

Equity research services described in the brochure

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.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

Payment for research services

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Joseph Jolson’s Registration & Firm History

CA

01/01/2025 - Present

Harvest Capital Strategies LLC (SAN FRANCISCO CA)

CA

10/20/2015 - 12/02/2021

JMP SECURITIES LLC (SAN FRANCISCO CA)

CA

11/09/2005 - 01/16/2014

JMP SECURITIES LLC (SAN FRANCISCO CA)

CA

10/06/1999 - 01/25/2005

JMP SECURITIES LLC (SAN FRANCISCO CA)

NY

10/01/1997 - 04/16/1999

NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)

CA

06/19/1984 - 10/01/1997

MONTGOMERY SECURITIES (SAN FRANCISCO CA)

NA

06/22/1981 - 05/10/1982

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 01/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/05/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/20/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Andrew Jolson.
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