Harvey Investment Company, LLC

Investment Advisor
in Louisville, KY

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About this Advisor

Joshua Jevne is a financial advisor working out of Louisville, Kentucky, who has 12 years of relevant experience. Jevne works at Harvey Investment Company, LLC. They have been with Harvey Investment Company, Llc for the entirety of their career. Jevne holds a Series 65 license, qualifying them as an investment advisor representative, and can serve investors in Kentucky. Harvey Investment Company, LLC is a financial advisory company that has its headquarters in Louisville, KY. It has $869 million in assets under management across its 265 accounts, making it one of the larger firms in the country by assets under management. The firm serves eight charities and foundations. Of its 265 accounts, 88% are associated with high-net-worth investors who have greater than $1 million in investable assets. Harvey Investment Company, LLC provides a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services typically depend on the type of financial services provided. Fees charged by Harvey Investment Company, LLC most likely include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

297 North Hubbards Lane Suite 102
Louisville, KY 40207

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Harvey Investment Company, LLC Brokerage Details

Total Assets Under Management


KY Average: $949,722,027
Total Number of Employees


KY Average: 35
Total Number of Accounts


KY Average: 1,296
Average Account Size


KY Average: $732,810

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Joshua Jevne Work History

Joshua has been registered as a financial advisor for 12 years.*

2010 - Present (14 years)

Harvey Investment Company

*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.


Please visit the SEC profile of Joshua Jevne 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 Harvey Investment Company, LLC

Samuel Noble
Louisville, KY
William West
Louisville, KY
Joshua Jevne
Louisville, KY
Mary Herrmann
Louisville, KY
Samuel Harvey
Louisville, KY

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

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