Jennifer Harvey
Jennifer Harvey is a registered investment advisor at Cetera Investment Advisers LLC, based in Bellefontaine, OH, with 10 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3749 County Rd 55, Bellefontaine, OH, 43311
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer operates as a financial professional under RMS Wealth Management, dedicating about 10-20% of her time to this role. She also serves on the City of Urbana Ohio Parks & Recreation Board, is a Campus Director for Classical Conversations Homeschool Campus Co-Op, and is a board member at First Presbyterian Church of Urbana, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Janus Distributors LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.