Best Investors Account Sign in
Inactive

Brian Thomas Harvey

Jackson Creek Investment Advisors LLC

Castle Rock, CO

Castle Rock, CO

CRD 4864226

Claim This Profile
Employer firm

Jackson Creek Investment Advisors LLC CRD 309116

$349M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • CONSULTING

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

Current Employers
Jackson Creek Investment Advisors Llc

115 Wilcox Street Suite 220, Castle Rock, CO 80104 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2020-07-10
  • CO RA
    APPROVED
    Since 2020-07-10

Branch Locations

115 Wilcox Street Suite 220, Castle Rock, CO 80104 • United States

115 Wilcox Street Suite 220, Castle Rock, CO 80104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jackson Creek Investment Advisors Castle Rock CO 07/2020 Present
Brc Investment Management Denver CO 09/2014 10/2016
361 Capital Llc Denver CO 11/2016 06/2020
  • 07/2020 → Present
    Jackson Creek Investment Advisors
    Castle Rock, CO
  • 09/2014 → 10/2016
    Brc Investment Management
    Denver, CO
  • 11/2016 → 06/2020
    361 Capital Llc
    Denver, CO
Other Businesses

08/2014- DOUGLAS COUNTY SOCCER ASSOCIATION DBA: REAL COLORADO. CENTENNIAL, CO 501 (C) (3) NON-PROFIT. ON BOARD OF DIRECTORS. YOUTH SOCCER CLUB. NOT INVESTMENT RELATED. NO COMPENSATION RECEIVED. 10 HOURS/MONTH 01/2020- REAL WELD METROPOLITAN DISTRICT, DENVER, CO. DIRECTOR. SPECIAL METROPOLITAN DISTRICT ORGANIZATION TO OFFER YOUTH RECREATIONAL SPORTS PROGRAMS. NOT INVESTMENT RELATED. NO COMPENSATION RECEIVED. 10 HOURS/MONTH

Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Castle Rock, CO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor