Justin A. Harvey
Professional summary
Justin Albert Harvey, CFP®, who also goes by Justin Harvey, is a registered financial advisor currently at APM WEALTH located in Portland, Oregon.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Justin has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Justin Albert Harvey's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 6, 2017 - Present
APM WEALTH
January 27, 2014 - October 4, 2017
COMPASS ION ADVISORS, LLC
March 4, 2013 - February 24, 2014
COMPREHENSIVE CAPITAL MANAGEMENT, INC.
November 10, 2010 - July 26, 2012
MYCIO WEALTH PARTNERS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/13/2023)
(10/19/2023)
(2/22/2024)
(2/20/2023)
(9/25/2024)
(9/10/2021)
(11/6/2017)
(7/9/2020)
Current Firm
APM WEALTH
CRD#: 289340 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 359 |
| AUM (Assets Under Management) | $ 32,883,531 |
Red Flags
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