Josiah
Deford

Harvest Investment Services, LLC

CRD#7644407
Investment Advisor
in Villa Park, IL

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About this Advisor

Josiah Deford is a financial advisor based in Villa Park, Illinois, working with Harvest Investment Services, LLC. Josiah has previously held positions at Harvest Investment Services, LLC, Private Music Lessons, Berkeley Public Library, National Lift Truck, Inc, Christian Retirement Ministries, Thomas Edison State University, Lumerit Education, and School On The Rock. Josiah has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Josiah is part of Harvest Investment Services, LLC, which operates out of Villa Park, Illinois. The firm has 9 offices and 28 employees. The firm manages assets totaling $281.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Harvest Investment Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1 Transam Plaza Drive Suite 230
Villa Park, IL 60181-4285

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Harvest Investment Services, LLC Brokerage Details

Total Assets Under Management

$281,661,252

IL Average: $6,674,516,078
Total Number of Employees

28

IL Average: 44
Total Number of Accounts

2,862

IL Average: 2,564
Average Account Size

$98,414

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Josiah Deford Work History

2022 - Present (2 years)

Harvest Investment Services, LLC

2022 - Present (2 years)

Christian Retirement Ministries

2016 - Present (8 years)

Private Music Lessons

2021 - 2022 (1 year)

Christian Retirement Ministries

2021 - 2022 (1 year)

Harvest Investment Services, LLC

2019 - 2020 (1 year)

Thomas Edison State University

2017 - 2021 (4 years)

Berkeley Public Library

2017 - 2021 (4 years)

National Lift Truck, Inc

2017 - 2019 (2 years)

Lumerit Education

2012 - 2017 (5 years)

School On The Rock

Disclosures

Please visit the SEC profile of Josiah Deford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Harvest Investment Services, LLC

Joseph Savenok
Villa Park, IL
Brenton Newell
Villa Park, IL
Isaiah Gates
Carbondale, IL
Ryan Kaczmarek
Villa Park, IL
Luke Baumgarten
Villa Park, IL
Galo Baca
Villa Park, IL
Josiah Deford
Villa Park, IL
Eric Schlosser
Villa Park, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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