Jon Harville is a PFS-designated registered investment advisor, based in Somerset, KY, with 21 years of industry experience. Jon is also registered as a broker, so some compensation may come from commissions on products sold.
Location
116 Tradepark Dr, Somerset, KY, 42503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon is a board member for multiple organizations, including Morehead State University Foundation and several management corporations. He also provides referrals to Avantax Planning Partners, Inc representatives for detailed financial planning, dedicating about a quarter of his time, and is a partner at Evans Harville, Atwell & Company, a CPA firm.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations1 state
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Exams
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