Jason R. Harvey
ACTIVE LIFESTYLE FINANCIAL PLANNING
CHARLESTON, SC
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CRD#: 3048618
Professional summary
Jason Robert Harvey, CFP® is a registered financial advisor currently at ACTIVE LIFESTYLE FINANCIAL PLANNING located in Charleston, South Carolina.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jason has worked at 1 firm and has passed the Series 65 exam.
Biography
Financial Fitness Review
If you are just starting the marathon toward financial independence, we offer a financial fitness review. The FFR is the equivalent of a medical check-up, but for your money. In this two hour session we will:
-Checkup on progress toward financial independence by reviewing your net worth, current investment allocation and savings plan
-Assess your progress in The Five Fundamentals of Fiscal Fitness
-Review your three prior year’s tax returns for potential tax savings
-Discuss up to three of your most important specific financial questions (questions provided in advance)
Project Retainers
Although we believe that everyone can benefit from an unbiased comprehensive financial plan, we recognize there are times when folks are facing a single, but complex issue that needs attention. This is particularly prevalent in times of life transition such as the arrival of a new child or transition from the working world to retirement.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Insurance Planning
Estate Planning
Employee and Employer Plan Ben...
Investment Planning
Tax Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Entrepreneurs
Financial Psychology/Coaching
Insurance Related Issues
Investment Advice without Ongo...
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Robert Harvey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
May 18, 2012 - Present
ACTIVE LIFESTYLE FINANCIAL PLANNING
RIA
CRD#: 162531
CHARLESTON, SC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
South Carolina(5/18/2012)
IAR
Texas(1/14/2015)
Current Firm
ACTIVE LIFESTYLE FINANCIAL PLANNING
ACTIVE LIFESTYLE FINANCIAL PLANNING | ACTIVE LIFESTYLE FINANCIAL PLANNING LLC
CRD#: 162531 / SEC#:
North Carolina
Registered Investment Advisory firm - (12/2/2022 Terminated)South Carolina
Registered Investment Advisory firm - (5/17/2012 Approved)Texas
Registered Investment Advisory firm - (1/14/2015 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Charleston, SC
Mailing Address
Phone number
(843) 225-2058
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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