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CEO, Managing Member and CCO · Harvest - Faith-Based Investing

Jeffrey Wilson

CRD 8138930 · Named on Form ADV at one SEC-registered adviser

At a glance

Harvest - Faith-Based Investing, an SEC-registered asset manager based in Lynchburg, VA with $0 in regulatory assets, lists Jeffrey Wilson on its Form ADV as CEO, Managing Member and CCO, a control person.

Firms and roles

AtlasMembers

Jeffrey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.