Jack C. Harmon

HARMON FINANCIAL ADVISORS | Financial Advisor

Atlanta, GA 30346

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CRD#: 237271

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.

Question & Answer

What are your service offerings?

Life Transitions

Retirement Income Management

Long-term Care

Investment Planning

Estate Planning

Retirement Planning

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Clifford Harmon's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1979

Experience

Current

July 15, 2003 - Present

HARMON FINANCIAL ADVISORS

Office #1: 400 Perimeter Center Terrace Ne Ste 850, Atlanta, GA 30346

RIA

CRD#: 126448

Atlanta, GA

Past

January 2, 2009 - December 31, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

ATLANTA, GA

Past

April 23, 2003 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

ATLANTA, GA

Past

April 24, 1975 - December 31, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ATLANTA, GA

Past

April 24, 1974 - October 29, 1975

FINANCIAL SERVICE CORPORATION OF AMERICA

CRD#: 292

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(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

State Security Law Exam

IAR

Series 65

Date: 5/22/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/20/1980

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/12/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 1

Date: 4/22/1974

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/18/1997

General Securities Principal Examination

Current Firm

HARMON FINANCIAL ADVISORS

HARMON FINANCIAL ADVISORS | HARMON FINANCIAL ADVISORS, INC.

CRD#: 126448 / SEC#:

Georgia

Registered Investment Advisory firm - (7/29/1997 Approved)

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Contact information

Main Address

400 Perimeter Center Terrace Ne Ste 850, Atlanta, GA 30346

Mailing Address

Phone number

(770) 394-5225

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Jack C. Harmon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jack Clifford Harmon's CRS (Customer Relationship Summary).

Certified licenses

Experience

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

FINANCIAL SERVICE CORPORATION OF AMERICA

State Registrations and Notice Filings

Exams

Series 65

Date: 5/22/1997

Series 63

Date: 3/20/1980

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 31

Date: 12/12/2005

Series 1

Date: 4/22/1974

Series 24

Date: 4/18/1997

Current Firm

HARMON FINANCIAL ADVISORS

Contact information

Documents

Red Flags

Company Information

HARMON FINANCIAL ADVISORS

TRUST BUT VERIFY

Contact information

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