Jason Harmon is a CFP-designated registered investment advisor, based in Durham, NC, with 13 years of industry experience.
Location
4815 Emperor Blvd, Ste 100, Durham, NC, 27703
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason sells fixed insurance, dedicating about 10% of his time to this activity. He is also Vice President at Charlie Potter & Associates, Inc, DBA The Potter Financial Group, spending minimal time on this role.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Credit Union Investment Services
Secu Brokerage ServicesBroker
State Registrations15 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.