Jered Skousen is an investment advisor at Harvard Avenue Investment Advisory with 11 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Harvard Avenue since 2018, following five years at Vestory, LLC. Outside his advisory role, he is a co-owner of Healer's Art, LLC, a business led by his wife in which he does not participate operationally. Harvard Avenue Investment Advisory manages approximately $64.6 million for individuals, including high-net-worth clients and retirement plans, providing fee-only, discretionary portfolio management. The firm employs a Modern Portfolio Theory-based approach using low-cost, evidence-based mutual funds and ETFs, and offers educational financial classes at no charge.

Adam Skousen is a financial advisor at Harvard Avenue Investment Advisory in Gilbert, AZ, holding a Series 65 credential with three years of industry experience. Prior to joining the firm in 2022, he spent five years at Brigham Young University and six years at Mesquite High School. He is also a student and part-time computer technician at Brigham Young University. Harvard Avenue Investment Advisory manages approximately $64.6 million for individuals, including high-net-worth clients and retirement plans, offering fee-only, discretionary portfolio management. The firm utilizes a Modern Portfolio Theory approach with low-cost, evidence-based mutual funds and ETFs and provides educational financial classes at no charge.

David Shelton is a Series 65-licensed advisor at Harvard Avenue Investment Advisory in Gilbert, AZ, with less than one year of industry experience. He previously worked for the Department of Treasury’s Internal Revenue Service for over two decades and had a brief tenure at ASRC Federal. Harvard Avenue Investment Advisory manages approximately $64.6 million primarily for individuals, including high-net-worth clients and retirement plans, using a fee-only, discretionary portfolio management approach. The firm follows Modern Portfolio Theory applied through low-cost, evidence-based mutual funds and ETFs, and offers educational financial classes at no charge.