Jacqueline R. Harvey
Professional summary
Jacqueline Rene Harvey, who also goes by Jacqueline R Crosby, Jackie Fegley, Jacqueline R Fegley, Jacqueline Rene Fegley, Jacqueline R Harvey, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Waukesha, Wisconsin.
Jacqueline is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Jacqueline has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacqueline Rene Harvey's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2020 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 20975 Swenson Drive Ste #225, Waukesha, WI 53186October 15, 1991 - May 9, 1996
PRINCIPAL SECURITIES, INC.
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/19/2020)
(4/21/2025)
(5/11/2020)
Exams
Current Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Waukesha, WI 53186TRUST BUT VERIFY
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