JH
JH

Jon Harris

29 Years of Experience
High Point, NC
Broker

Jon Harris is a registered investment advisor at Cetera Investment Advisers LLC, based in High Point, NC, with 29 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1610 Westchester Dr, High Point, NC, 27262

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jon is the president and owner of Payne Tax Group, Inc., overseeing tax operations and preparing tax returns, dedicating about half his time. He also owns Payroll Solutions Inc, Enon Holdings LLC, PSRE LLC, and manages a property through Jon D Harris, and is an associate at A.M. Payne & Associates, Inc.

Employment History
Current Registrations
Cetera Investment Advisers LLC
August 2022 - Present · 3 yrs 9 mos
Cetera Financial Specialists LLCBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Avantax Advisory Services
December 2001 - August 2022 · 20 yrs 8 mos
Avantax Investment Services, INC.Broker
August 1996 - August 2022 · 26 yrs
State Registrations3 states
MSNCWV
AdvisorBrokerBoth

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.
Jon Harris - Financial Advisor | TrueAdvisor