Advisor at Harmon Financial Advisors
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Firm
Harmon Financial Advisors
Location
Atlanta, GA 30346
Credentials
Series 63, Series 65
Industry experience
51 years
Jack Harmon is a partner at Harmon Financial Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses with 51 years of industry experience. He has worked with Raymond James Financial since 2009 and has been involved with Harmon Financial Advisors since 1996. Outside of his advisory work, he has a longstanding role as a real estate independent contractor with Forum Management Group Inc. Harmon Financial Advisors provides financial planning services to individuals, trusts, estates, corporations, and other business entities. The firm offers written plans tailored to clients' objectives without managing client assets, operating on an hourly fee basis for planning and consultative services rather than ongoing portfolio management.
Commission-based compensation may be received by persons acting as registered representatives for securities and insurance products, separate and in addition to financial planning fees.
$300 per hour for financial planning services, negotiable depending on scope and complexity
Fee-only: $300 per hour (negotiable depending on scope and complexity)
400 Perimeter Center Terrace Ne, Ste 850
Atlanta, GA 30346
Georgia
Raymond James Financial
2009 - Present (17 years)
Harmon Financial Advisor
1996 - Present (30 years)
Raymond James Financial Services, inc.
1975 - Present (51 years)
Forum Management Group Inc.
1974 - Present (52 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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