Jered Skousen
Harvard Avenue · Gilbert, Arizona
Jered Skousen is a fee-only financial advisor at Harvard Avenue in Gilbert, Arizona. Jered charges a percentage of assets (0.9% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Harvard Avenue |
|---|---|
| Based in | Gilbert, Arizona |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.9% a year on the first tier of assets managed |
| Assets under management | $64.6M across 531 accounts |
| SEC registration | Investment adviser representative in AZ, TX, UT · CRD 5134979 |
| Exams passed | Series 63 (2006) · Series 65 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.harvardave.com |
| Profile |
How Jered's firm compares
- Harvard Avenue's average account is about $122,000, from its Form ADV (assets managed divided by 531 accounts).
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Questions about Jered
Is Jered Skousen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jered holds no broker registration, and Harvard Avenue reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jered charge for financial advice?
Jered charges a percentage of assets.
How much does Jered charge?
According to Harvard Avenue's website, checked October 30, 2026: 0.9% a year on the first tier of assets managed.
Where is Jered Skousen based?
Jered Skousen is based in Gilbert, Arizona.
What does Jered specialize in?
Jered's specialties include retirement planning, estate & legacy planning and tax planning.
Is Jered Skousen registered with the SEC?
Yes. Jered Skousen is registered as an investment adviser representative in AZ, TX and UT (CRD 5134979), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harvard Avenue manage?
Harvard Avenue reports $64.6M across 531 accounts in assets under management.
How do I contact Jered Skousen?
Through Jered's website, www.harvardave.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Harvard Avenue website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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