JH
CFP
JH
CFP

Jack Harmon

26 Years of Experience
Atlanta, GA
1 DisclosureBroker

Jack Harmon is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Atlanta, GA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/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 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 4 mos
Harmon Financial Advisors
July 2003 - Present · 22 yrs 10 mos
Raymond James Financial Services, INC.Broker
July 1999 - Present · 26 yrs 10 mos
Previous Registrations
Raymond James Financial Services
April 2006 - January 2009 · 2 yrs 9 mos
State Registrations28 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.
Jack Harmon - Financial Advisor | TrueAdvisor