Jack Clifford Harmon
CFP®Professional Summary
Jack Clifford Harmon, CFP® is a registered financial advisor currently at HARMON FINANCIAL ADVISORS located in Atlanta, Georgia. Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1974. Jack has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 31, Series 1 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Life Transitions
- Retirement Income Management
- Long-term Care
- Investment Planning
- Estate Planning
- Retirement Planning
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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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
52 years in the financial services industry
Current & Past Employments
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Current Firm
HARMON FINANCIAL ADVISORS | HARMON FINANCIAL ADVISORS, INC.
Contact Information
Main Address
400 Perimeter Center Terrace Ne Ste 850, Atlanta, GA 30346Phone Number
(770) 394-5225# of Employees
2Documents
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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.
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State Registrations and Notice Filings
(7/15/2003)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Apr 1974Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jack Clifford Harmon's CRS (Customer Relationship Summary).
Services Offered by Jack
- Life Transitions
- Retirement Income Management
- Long-term Care
- Investment Planning
- Estate Planning
- Retirement Planning
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