Brian Thomas Harvey
Investment adviser representative at Jackson Creek Investment Advisors LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$349MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Jackson Creek Investment Advisors LLCJul 2020 to now
- 361 Capital LLCNov 2016 to Jun 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Jackson Creek Investment Advisors LLC
$349MAssets managed
21Clients
4Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4864226
- Firm CRD
- 309116