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Jason H
Series 65
Charleston, SC
Active Lifestyle Financial Planning
Jason Harvey is a Series 65-licensed financial advisor with 13 years of industry experience. He is the sole advisor at Active Lifestyle Financial Planning in Charleston, SC, where he has worked since 2012. Active Lifestyle Financial Planning is an independent, fee-only advisory firm serving individuals, families, and small businesses. The firm offers modular financial planning, tax preparation, and investment advisory services, focusing on passive, strategic asset allocation using low-cost index funds and ETFs while emphasizing tax efficiency and diversification.
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