Advisor at Harvest investment Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Harvest investment Services, LLC
Location
Myrtle Beach, SC 29577-5739
Credentials
Series 63, Series 65
Industry experience
7 years
Jeffrey Pounds is a financial advisor with Harvest Investment Services, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Prospera Financial Services, Inc. and Cambridge Investment Research, Inc. Outside of his advisory work, he is involved in an athletic training services business and serves as a successor trustee and executor for his family trust. Harvest Investment Services, LLC provides portfolio management, financial planning, and consulting to individual and institutional clients, employing a multi-advisor team approach and a variety of investment strategies including tactical management and the use of options and leveraged ETFs.
Based on Harvest investment Services, LLC
Based on Harvest investment Services, LLC
Fixed fees for financial planning up to $10,000 or more; Estate planning fees from $1,250 to $2,500 per engagement
$0 - $49,999: 2.80% $50,000 - $99,999: 2.75% $100,000 - $249,999: 2.50% $250,000 - $499,999: 2.25% $500,000 - $749,999: 2.00% $750,000 - $999,999: 2.00% $1,000,000 - $1,499,999: 1.75% $1,500,000 - $1,999,999: 1.75% $2,000,000 - $9,999,999: 1.50% $10,000,000+: negotiable
Insurance commissions earned by some representatives, separate and in addition to advisory fees
Hourly financial planning and consulting fees up to $500/hour
Account minimum: $25,000 Minimum fee: $25 quarterly Reporting Fee for accounts below $50,000 Fee-only: Hourly fees up to $500/hour; Fixed fees up to $10,000 or more; financial planning software annual fee up to $500; Estate planning fees $1,250 to $2,500 per engagement
4605 Oleander Drive, Ste 300
Myrtle Beach, SC 29577-5739
South Carolina · Texas
Harvest Investment Services, LLC
2024 - Present (2 years)
Prospera Financial Services, Inc.
2020 - 2024 (4 years)
Prospera Financial Services Inc.
2020 - 2024 (4 years)
Cambridge Investment Research Advisors
2019 - 2019 (1 year)
Cambridge Investment Research, Inc
2018 - 2019 (1 year)
Coastal Carolina University
2002 - 2020 (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
North Myrtle Beach, SC
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Series 65
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CFP®, ChFC®, Series 63, Series 65
North Myrtle Beach, SC
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Series 65
Myrtle Beach, SC
Envest Advisors, LLC
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