Jacob Wallace Harvey

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2025 → 04/2026
  The Vanguard Group, Inc.
  Charlotte, NC
• 08/2021 → 04/2025
  Roanoke Country Club
  Roanoke, VA
• 04/2023 → 08/2024
  Roanoke College
  Salem, VA
• 06/2019 → 03/2025
  Kiser Furniture
  Abingdon, VA
• 08/2020 → 05/2024
  Roanoke College
  Salem, VA
• 08/2016 → 05/2020
  Hidden Valley High School
  Roanoke, VA
• 04/2026 → Present
  Wells Fargo Clearing Services, Llc
  Charlotte, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-16

Other Names

• Jake Wallace Harvey
• Jake Harvey
• Jake W Harvey
• Jacob Harvey
• Jacob W Harvey