John S. Harvey, CFP® RFC®

John S. Harvey, CFP® RFC®

Supervising Principal & Branch Manager

Phone: 601-500-5564
E-mail:
 

 

John is originally from New Orleans and earned his bachelor’s degree in Education from Louisiana State University in 1989 when he moved to Jackson, Mississippi.  While teaching history for two years, he pursued postgraduate studies at Mississippi College before embarking his career as a financial advisor.  

John is a CERTIFIED FINANCIAL PLANNER professional as well as a member of the International Association of Registered Financial Consultants, an international organization whose purpose is to educate, support and advance the professionalism of financial advisors who are helping people spend, save, insure, invest and plan for the future. Members of this distinguished association have undergone rigorous requirements to achieve their membership and must also adhere to a Code of Ethics and maintain continuing education requirements. (Please visit www.IARFC.ORG for more information).

 
In August 2010, he became a founding member of Wellspring Wealth Group PLLC in Ridgeland along with five other representatives. He is the Supervising Principal and OSJ of Wellspring and supervises six registered representatives. John is also an Investment Advisor Representative of Cambridge Investment Research Advisors (CIRA) and holds several licenses including FINRA Series 6,7,63, 66, and 24. His career in the industry began in 1991 and he has worked with several independent broker-dealers, the most recent being Cambridge. John holds licenses to sell securities or insurance products in several states including Mississippi, Louisiana, Alabama, and Tennessee. 
 
John has a passion for helping clients achieve their goals. He is committed to the financial planning process in discovering client’s goals and objectives and presenting solutions that may help in achieving those goals and objectives. Implementation of these solutions and ongoing monitoring and meeting with clients is necessary as we adapt to life’s changes. Both a commitment to excellence and having a teacher’s heart are keys to maintaining his client relationships as he helps clients to fully understand the financial decisions they are making.  John often incorporates a fee based model rather than a commission based model when guiding clients through the investment process.
 
John enjoys assisting with retirement planning including IRA s and Roth IRAs as well as educational planning for children and grandchildren. He has a desire to help seniors transition from employment to retirement and guide them in relation to their retirement savings, long term care needs, and social security.   Living in Jackson and having been in the industry for nearly 20 years, John has a network of professionals to help assist clients with many of their financial needs including CPAs, Estate Planning Attorneys, Insurance Agents, and Mortgage Lenders. 
 
John is a member of Pear Orchard Presbyterian Church along with his wife Margaret and their two children, Anne Clark and Jack. Margaret teaches math at Jackson Preparatory School where Jack attends.  Anne Clark is attending the University of Mississippi.  John's pastimes include helping his children with their activities and cheering on the LSU Tigers!
 
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), Certified Financial Planner (tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.