JH
JH

Jack Harmon

51 Years of Experience
Atlanta, GA
1 Disclosure

Jack Harmon is a registered investment advisor at Harmon Financial Advisors, based in Atlanta, GA, with 51 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.

Compensation
Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

Harmon Financial Advisors charges $300 per hour for financial planning services. The total cost is negotiable depending on the complexity of the plan, your situation, and your financial objectives. An estimate will be provided at the start of the advisory relationship.

Hourly Rate:$300/hr
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Location

400 Perimeter Center Terrace Ne, Ste 850, Atlanta, GA, 30346

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History

Regulatory History (1)
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Customer Dispute
November 2016
Denied
Other Business Activities

Jack is an independent contractor in real estate since 1974, dedicating minimal time to this activity. He is also a partner and owner of Harmon Financial Advisors, an independent RIA, since 1996, dedicating about a quarter of his time to this business.

Employment History
Current Registrations
Harmon Financial Advisors
July 2003 - Present · 22 yrs 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - December 2024 · 15 yrs 11 mos
Raymond James Financial Services
April 2003 - January 2009 · 5 yrs 9 mos
Raymond James Financial Services, INC.Broker
April 1975 - December 2024 · 49 yrs 8 mos
Financial Service Corporation of AmericaBroker
April 1974 - October 1975 · 1 yr 6 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jack Harmon - Financial Advisor | TrueAdvisor