Harvey M Samachson

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
DE	RA	APPROVED	2024-11-18
PA	RA	APPROVED	2024-11-15

DE RA
APPROVED

Since 2024-11-18
PA RA
APPROVED

Since 2024-11-15

Branch Locations

Langhorne, PA • United States

One South State Street Suite A, Newtown, PA 18940 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Advisors Llc/Wells Fargo Clearing Services, Llc	Jenkintown	PA	07/2009	02/2018
Dynamic Wealth Advisors	Phoenix	AZ	02/2018	10/2024
Edward Jones	St. Louis	MO	10/2024	Present

07/2009 → 02/2018

Wells Fargo Advisors Llc/Wells Fargo Clearing Services, Llc

Jenkintown, PA
02/2018 → 10/2024

Dynamic Wealth Advisors

Phoenix, AZ
10/2024 → Present

Edward Jones

St. Louis, MO

Previous Registrations

2018-02-16 → 2024-11-27

Dynamic

Lewes, DE

Phoenix, AZ
2009-08-03 → 2018-02-21

Wells Fargo Clearing Services, Llc

New Hope, PA

Radnor, PA

Washington Crossing, PA

Philadelphia, PA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-12-13
S65	Uniform Investment Adviser Law Examination	1997-06-11

S63 Uniform Securities Agent State Law Examination

2024-12-13
S65 Uniform Investment Adviser Law Examination

1997-06-11

View on SEC IAPD