John E Harris Jr
CFP®Professional Summary
John E Harris JR, CFP®, who also goes by John Edward Harris Jr, John Edward Harris, was a registered financial advisor. John was a previously registered financial professional and started their career in finance 1982 - 2021. John had worked at 10 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
John Edward Harris Jr, John Edward Harris
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
KANU ASSET MANAGEMENT, LLC
Contact Information
Main Address
4015 Executive Park Drive Suite 402, Cincinnati, OH 45241Phone Number
(513) 769-2700# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
367AUM (Assets Under Management)
$16,027,175Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Dec 1982About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jan 1982About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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