Jeffrey Janeway
Jeffrey Janeway is a CFP-designated registered investment advisor at Harbour Investments, INC., based in Edmonds, WA, with 11 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 30,309 clients with $9.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum management fee is 2.0% of assets under management. Fees are negotiated between the client and representative. Third-party manager programs range from 0.25% to 2.50% total annual fees.
Fee Estimator
Location
120 5th Ave S. #B, Edmonds, WA, 98020
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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
Jeffrey is an independent insurance agent selling fixed indexed annuities through Koenig Financial Group & Janeway Financial LLC, taking nearly full-time. He is also a trustee on his parents' trust, requiring minimal time.
Employment History
Current Registrations
Harbour Investments, INC.Broker
Harbour Investments, INC.
Previous Registrations
Securities America, INC.Broker
Arbor Point Advisors
Securities America Advisors, INC.
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
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