Jeffrey Jahnke
Jeffrey Jahnke is a CFP-designated registered investment advisor at Harbour Investments, INC., based in Sturgeon Bay, WI, with 25 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.
Location
154C 3rd Ave, Sturgeon Bay, WI, 54235
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Regulatory History (1)
Customer Dispute
June 2011Other Business ActivitiesSells Insurance
Jeffrey owns Financial Planning Group, LLC, offering insurance products, dedicating about 10-20% of his time. He also has ownership stakes in multiple real estate rental properties and a coffee shop/tap house, spending minimal time on each.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
United Securities Alliance, INC.Broker
Wma Securities, INC.Broker
State Registrations3 states
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.