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James Freeman Harvey

Integrity First Financial Planning LLC

Colorado Springs, CO

CRD 7225598

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Employer firm

Integrity First Financial Planning LLC CRD 307515

$14.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Integrity First Financial Planning Llc

Colorado Springs, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-15
  • CO RA
    APPROVED
    Since 2025-01-15

Branch Locations

Colorado Springs, CO • 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
Integrity First Financial Planning, Llc Colorado Springs CO 04/2019 Present
Usa Swimming, Inc. Colorado Springs CO 11/2001 03/2019
Retired Colorado Springs CO 03/2019 04/2019
Designations
  • Certified Financial Planner
Other Names
  • Jim Harvey
  • James F. Harvey

View on SEC IAPD

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