JH
JH

Justine Harvey

18 Years of Experience
Akron, OH
Broker

Justine Harvey is a registered investment advisor at Morgan Stanley, based in Akron, OH, with 18 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

3700 Embassy Parkway, Suite 340, Akron, OH, 44333

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Justine is a board member for the Norton Baseball Association, a non-profit organization, since 2021. She dedicates minimal time to accounting/bookkeeping and check signing/funds disbursements after business hours.

Employment History
Previous Registrations
Morgan Stanley
April 2022 - March 2026 · 3 yrs 11 mos
UBS Financial Services INC.
September 2013 - May 2022 · 8 yrs 8 mos
State Registrations1 state
OH
Broker

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.

Exams
No exam information available for this advisor.
Justine Harvey - Financial Advisor | TrueAdvisor