Josiah
Deford
Harvest Investment Services, LLC
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About this Advisor
Josiah Deford is a financial advisor operating in Villa Park, Illinois with a total of 1 year of relevant experience. Deford is on the advisory team at Harvest Investment Services, LLC. Over the course of their career, they have held roles 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. Deford has a Series 65 license, which qualifies them as an investment advisor representative, and is approved to advise clients in Illinois. Harvest Investment Services, LLC is a registered investment firm operating out of Villa Park, IL. The company has offices in seven locations and a total of 29 people on staff. It manages $254 million in assets between its 2,464 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 2,464 client accounts, just 8% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Harvest Investment Services, LLC has a broad range of services, such as 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. Fees charged by financial advisors are based on which service is offered. However, fees charged by Harvest Investment Services, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harvest Investment Services, LLC Brokerage Details
$254,263,047
29
2,464
$103,191
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
Josiah has been registered as a financial advisor for 1 years.*
Harvest Investment Services, LLC
Christian Retirement Ministries
Private Music Lessons
Christian Retirement Ministries
Harvest Investment Services, LLC
Thomas Edison State University
Berkeley Public Library
National Lift Truck, Inc
Lumerit Education
School On The Rock
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Carbondale, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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