Jeffrey Raymond Pounds
Investment adviser representative at Harvest Investment Services, LLC
24 yearsExperience
2 statesRegistered in
$758.4MFirm assets
12 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 assetsHourlyFixed 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
24 years in the industry.
- Harvest Investment Services, LLCSep 2024 to now
- Prospera Financial Services, Inc.Jan 2020 to Aug 2024
- Cambridge Investment Research Advisors, Inc.Feb 2019 to Dec 2019
- Cambridge Investment Research, IncAug 2018 to Dec 2019
- Coastal Carolina UniversityJul 2002 to Jan 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Harvest Investment Services, LLC
$758.4MAssets managed
1,508Clients
19Advisers
12 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
- 7007274
- Firm CRD
- 159390