About

I believe in empowering my clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, I will work with you to create a strategy that works for you.

J'Lynn Harvey

    • President
    J’Lynn is an Abilene, TX native and brings over 18 years of experience in the financial services industry. She has worked in a variety of roles, giving her a well-rounded approach to investment planning. She now holds her Series 9 and Series 10 registrations.

    J’Lynn loves a fast-paced environment and is intentional about learning the newest concepts in wealth management. She is an eager problem solver and works hard to make sure that any of her client’s fears are worked through and each of them can sleep well at night. She is an advocate and a friend to those she serves.

    Outside of the office, J’Lynn loves to travel, spend time at the beach, explore new places, and golf. She is also involved in the Noah Project – a nonprofit serving domestic abuse survivors. Over the years she has had the privilege of using her love for golf to help improve the lives of these women and families.

    Helping Clients Succeed Financially

    It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. I can help you start planning now for the future. I am backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.