Jeffrey D. Harshman

HUMAN FINANCIAL

Austin, TX

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CRD#: 5579416

Professional summary

Jeffrey Dustin Harshman, CFP® is a registered financial advisor currently at HUMAN FINANCIAL located in Austin, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Dustin Harshman'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^®

Certified Financial Planner

Start date: 2011

Experience

Current

October 23, 2008 - Present

HUMAN FINANCIAL

RIA

CRD#: 147261

Austin, TX

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

Texas
(10/23/2008)

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Exams

State Security Law Exam

IAR

Series 65

Date: 6/25/2007

Uniform Investment Adviser Law Examination

Current Firm

HUMAN FINANCIAL

HUMAN FINANCIAL | HUMAN FINANCIAL, LLC

CRD#: 147261 / SEC#:

Texas

Registered Investment Advisory firm - (10/23/2008 Approved)

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Contact information

Main Address

Austin, TX

Mailing Address

Phone number

(512) 670-6344

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Jeffrey D. Harshman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Dustin Harshman's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUMAN FINANCIAL

State Registrations and Notice Filings

Exams

Series 65

Date: 6/25/2007

Current Firm

HUMAN FINANCIAL

Contact information

Documents

Red Flags

Company Information

HUMAN FINANCIAL

TRUST BUT VERIFY

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