Harvard Avenue Consultants, LLC

8151 E Indian Bend Rd Suite 105B

Scottsdale, Arizona 85250

480-236-0714

Form ADV Part 2B – Individual Disclosure Brochure

February 25, 2020

jered.jpg

For Jered Bentley Skousen, 

Personal CRD#: 5134979

Investment Adviser Representative



This brochure supplement provides information about Jered Skousen that supplements the Harvard Avenue brochure. You should have received a copy of that brochure. Please contact Jered, Managing Member if you did not receive Harvard Avenue’s brochure or if you have any questions about the contents of this supplement. 

Item 2 Educational Experience and Background

Name: Jered Bentley Skousen Born: 1970

Education Background:

Mr. Skousen has been providing comprehensive financial planning and investment management since September 2013. Prior to that, he worked in the technology field for National Instruments full-time from January 1994 until September 2015, but also was a part-time licensed life insurance agent and securities (Series 6 and 63) broker from November 2005 to December 2008; and served on the Board and as the CFO of Maverick Advertising, in a part-time role from March 2012 to December 2014. 

In 2018, Mr. Skousen earned his AIF designation (see information about that below) and is current to date with that designation

In addition to the education listed below, Jered reviews hundreds of pages of financial text annually.

Education:

MBA, University of Phoenix, 2003

B.S. Computer Science, Brigham Young University, 1993

Business Background:

Harvard Avenue Investment Advisory

1/2018 to present: Registered Investment Adviser, Owner, Scottsdale, AZ 

Vestory, LLC

9/2013 to 12/2018: Registered Investment Adviser, Scottsdale, AZ 

National Instruments

1/1994 to 8/2015: Area Sales Manager, Phoenix, AZ 

Maverick Advertising

3/2012 to 12/2014: CFO, Board Member, Missoula, MT 

Accredited Investment Fiduciary® (AIF®) 

The AIF Designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed‐book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. To maintain the AIF Designation, the individual must annually attest to the Code of Ethics and Conduct Standards and accrue and report a minimum of six hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the standards‐setting body of fi360.

Item 3 Disciplinary Information

Mr. Skousen has no legal or disciplinary events to disclose.

Item 4: Other Business Activities

Mr. Skousen is not involved with any other financially related business activities. 

His wife runs Healer’s Art, LLC (and with Arizona being a community property state, Mr. Skousen is the co-owner of that company)—he averages zero hours of work per week with his wife’s company. 

Mr. Skousen is listed as owner/manager for the following dormant LLCs: Next Phase Manufacturing (33% owner), Investment of AADI (75% owner), Zero Gravity Events (33% owner), and Cynergy Expansion (20% owner). As these are all dormant, no time or effort is required from Mr. Skousen.

Item 5: Additional Compensation

Mr. Skousen does not receive any economic benefit from any other person, company, or organization, in exchange for providing clients with advisory services through Harvard Avenue.

Item 6: Supervision

As the owner and representative of Harvard Avenue, Mr. Skousen (480-236-0714) supervises all duties and activities of the firm. Mr. Skousen’s contact information is on the cover page of this disclosure document. Mr. Skousen adheres to all required regulations regarding the activities of an Investment Adviser Representative and follows all policies and procedures outlined in the firm’s policies and procedures manual, including the Code of Ethics, and appropriate securities regulatory requirements.

Item 7: Requirements for State-Registered Advisers

This disclosure is required by Arizona and Utah securities authorities and is provided for your use in evaluating this investment advisor representative’s suitability. 

A | Jered Skousen has NOT been involved in any of the events listed below. 

  1. An award or otherwise being found liable in an arbitration claim alleging damages in any amount, involving any of the following: 

    1. an investment or an investment-related business or activity

    2. fraud, false statement(s), or omissions; 

    3. theft, embezzlement, or other wrongful taking of property; 

    4. bribery, forgery, counterfeiting, or extortion; or e) dishonest, unfair, or unethical practices. 

  2. An award or otherwise being found liable in a civil, self-regulatory organization, or administrative proceeding involving any of the following: 

    1. an investment or an investment-related business or activity; 

    2. fraud, false statement(s), or omissions; 

    3. theft, embezzlement, or other wrongful taking of property; 

    4. bribery, forgery, counterfeiting, or extortion; or 

    5. dishonest, unfair, or unethical practices. 

B | Jered Skousen has NOT been the subject of a bankruptcy petition at any time.