Whittney D Harvey
Investment adviser representative at Edward Jones
12 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Edward JonesJun 2024 to now
- Ideal ConceptsNov 2023 to May 2024
- Forthright Capital AdvisoryDec 2022 to Oct 2023
- Fisher InvestmentsDec 2020 to Nov 2022
- UnemployedApr 2020 to Nov 2020
- Sandy Morris Financial & Estate Planning Services, LLCJan 2020 to Mar 2020
- USAA Financial Planning ServicesSep 2017 to Sep 2018
- Whittney Harveys BooksMar 2017 to Mar 2020
- Lincoln Investment PlanningApr 2014 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 5250954
- Firm CRD
- 250