JH
ChFC
JH
ChFC

Jonathan Harris

16 Years of Experience
Carmel, IN
Broker

Jonathan Harris is a ChFC-designated registered investment advisor at Capital Client Group, INC., based in Carmel, IN, with 16 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

12711 N. Meridian Street, Carmel, IN, 46032

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Capital Client Group, INC.
April 2018 - Present · 8 yrs 1 mo
Capital Client Group, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Capital Client Group, INC.
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
The Prudent Expert LLC
June 2015 - February 2018 · 2 yrs 8 mos
LPL Financial CorporationBroker
March 2009 - September 2009 · 6 mos
Nrp Financial, INC.Broker
March 2008 - March 2009 · 1 yr
Northwestern Mutual Investment Services, LLCBroker
October 2003 - January 2008 · 4 yrs 3 mos
State Registrations4 states
IAILINWI
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.