Senior Vice President · Harvey Investment Company, LLC
Joshua S. Jevne
CRD 5899153 · Named on Form ADV at one SEC-registered adviser
At a glance
Harvey Investment Company, LLC, an SEC-registered wealth manager based in Louisville, KY with $1.0 billion in regulatory assets, lists Joshua S. Jevne on its Form ADV as Senior Vice President.
Firms and roles
- Harvey Investment Company, LLCSenior Vice PresidentWealth manager · Louisville, KY · $1.0B in regulatory assets
AtlasMembers
Joshua’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
- Locked
- Control-person status
- Locked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Samuel C. HarveyPresident, Harvey Investment Company, LLC
- Mary L. HerrmannSenior Vice President, Harvey Investment Company, LLC
- Samuel H. NobleSenior Vice President, Chief Compliance Officer, Harvey Investment Company, LLC
- Daniel J. BergSecretary & Treasurer, Harvey Investment Company, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.