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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant15 years in industry

Justin Albert Harvey

Advisor at APM WEALTH

PORTLAND, OR

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Search this name across graphsid dfx:ria:7dc01b7a-8cbe-5e34-4c7f-37d61a23e61e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 10, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: APM WEALTH
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 8, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 10
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65
First exam: Nov 8, 2010
First registration: Nov 10, 2010
Dual registered: no
Other names: Justin Harvey
IAPD individual key: 5809051

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
APM WEALTH	State registered	Nov 6, 2017	n/a	yes	PORTLAND, OR	Current employment
COMPASS ION ADVISORS, LLC	Independent wealth	Jan 27, 2014	Oct 4, 2017	no	CONSHOHOCKEN, PA\|CONSHOHOCKEN, PA	Previous registration
COMPREHENSIVE CAPITAL MANAGEMENT, INC.	Independent wealth	Mar 4, 2013	Feb 24, 2014	no	WEST CONSHOHOCKEN, PA\|TOTOWA, NJ	Previous registration
MYCIO WEALTH PARTNERS, LLC	Independent wealth	Nov 10, 2010	Jul 26, 2012	no	PHILADELPHIA, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMPASS ION ADVISORS, LLC	APM WEALTH	Oct 4, 2017	Nov 6, 2017	33	Firm change	Other
COMPREHENSIVE CAPITAL MANAGEMENT, INC.	COMPASS ION ADVISORS, LLC	Feb 24, 2014	Jan 27, 2014	-28	Firm change	Other
MYCIO WEALTH PARTNERS, LLC	COMPREHENSIVE CAPITAL MANAGEMENT, INC.	Jul 26, 2012	Mar 4, 2013	221	Firm change	Other

Relationships

Registered with (4)

→ APM WEALTHRegistered adviserregistration: current employment
Nov 6, 2017 to presentfactForm ADV
→ COMPASS ION ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 27, 2014 to Oct 4, 2017factForm ADV
→ COMPREHENSIVE CAPITAL MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 4, 2013 to Feb 24, 2014factForm ADV
→ MYCIO WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Nov 10, 2010 to Jul 26, 2012factForm ADV

Dated events

No dated event names this entity yet.