portrait of Brian W Harvey

About Brian

As a young boy, I mowed lawns in the neighborhood to earn cash to deposit into my saving account at First National Bank of Oregon. My best friend's dad was the bank manager and he coached me on my savings habits. Thanks to his wisdom and instruction, I quickly recognized that hard work and saving my money were the cornerstones to success. It’s this reason I became excited about the financial services industry.

I joined Edward Jones in 2016, after running my own American Family insurance agency for 18 years. I truly loved my business, but always felt that I could...

Focus Areas

  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Portfolio Reviews
  • Accountants

Work History

  • Edward JonesNovember 2016 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of OregonBachelor of Science

Personal Interests

  • Tennis
  • Walking
  • Cycling
  • Gardening
  • Social Responsibility

Team Members

  • Travis Thomson
    Branch Office Administrator
    FPQP®

Send Me a Message

* Required field
How can we support you?
* I certify that I am the person identified in the above and give Edward Jones permission to contact me by e-mail or phone. I elect to receive further communications from Edward Jones. If I've previously unsubscribed, I'm acknowledging that I'm resubscribing with Edward Jones.

Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

For information about how Edward Jones uses and protects your data, visit our Privacy and Security page:

https://www.edwardjones.com/us-en/privacy 

Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More