Jill
Harvey

William Blair

CRD#4533300
Investment Advisor
in New York, NY
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About this Advisor

Jill Harvey is a financial advisor whose office is in New York, New York. Currently a registered financial advisor at William Blair, Harvey has 16 years of professional experience in the financial advisory industry. Harvey has a Series 63 license, which qualifies them as a securities agent. Harvey is registered to work with customers based out of Illinois. Harvey has gained experience at Analytic Asset Management, William Blair and Fieldpoint Private Securities, LLC. William Blair is located in New York, New York, and operates out of four other offices throughout the nation. In aggregate, William Blair oversees $32 billion in assets throughout 28,163 client accounts and retains more than 240 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 16,705 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 24% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. William Blair provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

666 Fifth Avenue 14Th Floor
New York, NY 10103

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William Blair Brokerage Details

Total Assets Under Management

$32,411,671,934

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

240

NY Average: 44
Total Number of Accounts

28,163

NY Average: 2,564
Average Account Size

$1,150,860

NY Average: $2,603,165

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jill Harvey Work History

Jill has 16 years of experience.

2017 - Present (2 years)

William Blair

2011 - 2017 (6 years)

Fieldpoint Private Securities, LLC

2002 - 2011 (9 years)

Analytic Asset Management

Disclosures

Jill Harvey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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