Jason Alonzo is a registered investment advisor at Harbor Capital Advisors, INC., based in Chicago, IL, with 5 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14 clients with $65B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbor Capital manages investments for various funds, ETFs, and collective investment trusts. The fees for these services are based on a percentage of the fund's assets. Harbor Capital uses these fees to compensate subadvisors. The specific fees and expenses for each fund or trust are detailed in their respective prospectuses or offering documents. Harbor Capital also offers model portfolios, but does not charge a separate fee if the portfolios consist of Harbor Funds and ETFs. For certain stock-selection models, Harbor Capital receives either a flat fee or an asset-based fee.
Location
111 South Wacker Drive, 34th Floor, Chicago, IL, 60606-4302
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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.
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Jason is a Managing Director at Alonzo Racing, LLC since 2014. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Harbor Capital Advisors, INC.
Previous Registrations
Eagle Bay Family Office
Bouchey Financial Group LTD
J.P. Morgan Investment Management INC.
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.