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Jackson Sloan Harvey

Investment adviser representative at Forvis Mazars Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12BFirm 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 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
  • Seminars and workshops

Experience

10 years in the industry.

  1. Forvis Mazars Wealth Advisors, LLCJun 2024 to now
  2. Powercat FinancialAug 2022 to May 2024
  3. Texas RoadhouseAug 2021 to Jan 2023
  4. Texas RoadhouseJul 2020 to Jul 2021
  5. Texas RoadhouseJul 2019 to Jun 2020
  6. StudentMar 2016 to May 2024

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (KS).

Forvis Mazars Wealth Advisors, LLC

$12BAssets managed
4,584Clients
83Advisers
26 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
8230395
Firm CRD
110905
Advisor's SEC record (opens in a new tab)
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