Shayna Lynne Harvey

Current Employers

Employment History

• 11/2015 → Present
  The Insight Advisory Group, Llc
  Bala Cynwyd, PA
• 09/2015 → Present
  The Insight Insurance Group
  Drexel Hill, PA
• 02/2010 → Present
  Shaylear Financial, Llc
  Drexel Hill, PA
• 04/2025 → Present
  Jecohen & Co., Llc
  Havertown, PA

Previous Registrations

• 2016-01-07 → 2026-07-30
  Insight Total Stewardship
  Havertown, PA
• 2010-06-08 → 2015-12-10
  Simon Capital Management
• 2007-05-07 → 2010-02-08
  Tiaa-Cref Individual & Institutional Services, Llc
  Philadelphia, PA
• 2003-07-14 → 2007-02-01
  Ameriprise Financial Services, Llc
  Conchohocken, PA
  Conshohocken, PA
  Marlton, NJ

Other Businesses

I VOLUNTEER FOR THE INSTITUTE FOR FINANCIAL SUCCESS (IFS), A NON-INVESTMENT RELATED ACTIVITY. IFS IS THE FINANCIAL MINISTRY AT NEW COVENANT CHURCH OF PHILADELPHIA. I AM OCCASIONALLY SELECTED TO FACILITATE A WORKSHOP ON FINANCES AND RECIEVE AN OCCASIONAL HONORARIUM. I AM ALSO THE PROGRAM DIRECTOR FOR THE ORGANIZATION. I DEVOTE APPROXIMATLEY 10 HOURS A MONTH TO THIS SERVICE. I BEGAN WORKING WITH THIS ORGANIZATION IN JANUARY 2001. I DEVOTE NO TIME TO THIS DURING NORMAL TRADING HOURS. THE ADDRESS OF THE ORGANIZATION IS 7500 GERMANTOWN AVE, PHILADELPHIA, PA 19119. EFFECTIVE 12/1/2008, OWNER OF RENTAL PROPERTY. LESS THAN 20 HOURS PER MONTH WILL BE DEDICATED TO THIS ACTIVITY, LESS THAN 4 HOURS DURING BUSINESS HOURS. 1.Full Legal Business Name-The Insight Insurance Group 2.Is the Business investment-related? (yes/no) - NO 3.Address- 700 Edmonds Ave Drexel Hill, PA 19026 4.What is the nature of the other business? - Insurance Sales 5.Your position, title, or relationship. - President/Owner 6.Start date of your relationship (mm/year) - 09/2015 7.Approximate hours a month spent on the other business - 10 8.Approximate hours during trading spent on the other business - 10 9.Approximate percentage of time and income related to the business. - 30% of income; 30% of time 10.Briefly describe your duties relating to the other business.- Selling insurance to financial planning clients if needed; Using annuities as a solution to financial planning strategy and implementation 1.Full Legal Business Name - Shaylear Financial, LLC 2.Is the Business investment-related? (yes/no) - Yes (not securities; real estate investing for buy and hold property) 3.Address - PO Box 22, Drexel Hill, PA 19026 4.What is the nature of the other business? - Buy and hold rental real estate; 5.Your position, title, or relationship.- President/Owner and Operator 6.Start date of your relationship (mm/year)- 02/2010 7.Approximate hours a month spent on the other business- 3 8.Approximate hours during trading spent on the other business - 0 9.Approximate percentage of time and income related to the business. - Less than 10% 10.Briefly describe your duties relating to the other business. - I own 2 properties in the West Philadelphia area which are residential rental properties. Insight Total Stewardship- Owner and Managing Member of The Insight Advisory Group d/b/a/ Insight Total Stewardship. Responsible for the investment advice, management and financial planning and advice of the firm.

Exams

• S66 Uniform Combined State Law Examination
  2000-08-10

Designations

Other Names

• Shayna Lear
• Shayna Lynne Lear