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JH
CFP
JH
CFP

Jack Harmon

Raymond James Financial Services Advisors, INC
27 Years of Experience
Atlanta, GA
1 DisclosureBroker
View SEC Summary
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Jack Harmon is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, with 27 years of industry experience. Jack is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2016
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jack is an advisor and owner/proprietor of Harmon Financial Advisors, Inc., an independent RIA, since 2007. He dedicates about 10-20% of his time to financial planning, with a few hours per week during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Harmon Financial Advisors
July 2003 - Present · 23 yrs 3 mos
Raymond James Financial Services, INC.Broker
July 1999 - Present · 27 yrs 3 mos
Previous Registrations
Raymond James Financial Services
April 2006 - January 2009 · 2 yrs 9 mos
State Registrations29 states
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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.
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