James Harkness has been Director/Chief Executive Officer of Provident Trust since October 2000, is a control person of the firm and directly owns under 5% of it. James Harkness studied at the University of Wisconsin – Madison.
Provident Trust Company is a Waukesha, WI firm with $6.86B under management, 1,037 clients and 2 advisers in one office, as of its April 2026 filing.
J. Scott Harkness is Chairman of the Board, Chief Executive Officer and Portfolio Manager of Provident Trust Company, which he established in 1998. Before founding the firm, he was Chairman of Firstar Investment Research and Management Company (FIRMCO), where he served as Chief Investment Officer since its incorporation in 1986. Earlier, he was a Senior Vice President and Chief Investment Officer for Firstar Bank Madison, which he joined in 1980.
- Provident Trust CompanyCurrent– present · 27 yearsWaukesha, WI · Adviser representative · Firm CRD 110118
Professional designations
Listed by Provident Trust
- CFA
Investment adviser representative registrations
James Harkness is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 1999; the most recent is Texas, in January 2001.
- TexasResidentSince 2 January 2001
- WisconsinSince 7 January 1999
Examinations
No examinations are on James Harkness’s record.
- Full name
- James Scott Harkness
- CRD
- 4375804
- Firm
- Provident Trust · CRD 110118
- Role
- Director/Chief Executive Officer
- Office
- N16 W23217 STONE RIDGE DRIVE, SUITE 310, Waukesha, WI 53188
- Registration
- Investment adviser registration
- In the industry since
- January 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- provtrust.com
Where does James Harkness work?
James Harkness has been Director/Chief Executive Officer of Provident Trust Company since October 2000, and is a control person of the firm.
Is James Harkness a financial advisor?
Yes. James Harkness has a current investment-adviser registration in Texas and Wisconsin, through Provident Trust since January 1999.
How many years of experience does James Harkness have?
James Harkness has 27 years in the financial industry, since January 1999, across 1 adviser firm.
Where is James Harkness based?
James Harkness’ registered office is in Waukesha, WI.
Is James Harkness registered with FINRA?
No. James Harkness has no current broker registration.
Is James Harkness a CFA charterholder?
Provident Trust lists James Harkness with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify James Harkness’ record?
Search CRD 4375804 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Harkness’ full registration record.
- Michael SchelblePresident/Treasurer/Director
- Thomas TuttleVice President/Secretary/Director
- James DaleyShareholder/Chief Compliance Officer/Chief Operating Officer
- Eugene JacobusDirector
- John OnzikDirector
- Marifran CreedTrustee, J. Scott & Genevieve Harkness 2003 Trust Fbo Carey T. Harkness
- Allison CreedTrustee, J. Scott Harkness 1999 Trust