J. Harvey Investments

New Firm. New Name. Same Quality Care.

Looking to the Future

I firmly believe this move to independence will allow me to further develop my own skill set and financial acumen, but I am also confident you will directly benefit, too. My clients have always been my highest priority, and this transition allows me to help you transform your years of wealth into many more exciting years of wealth preservation. I am eager to continue working by your side and guide you toward the financial future you’ve always envisioned.
Through our new relationship with Wells Fargo Advisors Financial Network, you will have access to an institutional-quality wealth management platform that includes industry-leading products and services, planning tools, tax-efficient solutions, technology, and online support.

Contact Us

Please feel free to contact us with any questions or to schedule a meeting to discuss your financial future.

J. Harvey Investments

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, FL, GA, ID, IL, MA, MN, NM, TN, TX). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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