Danielle D. Harmon

CLARK ASSET MANAGEMENT

SIMPSONVILLE, SC

CRD#: 5253310

Professional summary

Danielle Dabney Harmon, CFP®, who also goes by Jessica Danielle Dabney, Jessica Danielle Harmon, is a registered financial advisor currently at CLARK ASSET MANAGEMENT, LLC located in Simpsonville, South Carolina.

Danielle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Danielle has worked at 7 firms and has passed the Series 66 and Series 7 exams.

Core Areas of Focus

Business Owners

Financial Psychology/Coaching

Fixed Fee (Subscription

Retainer

etc.)

Investment Advice without Ongoing Management

Retirement Plan Investment Advice

Women's Financial Planning Issues

Biography

Danielle Harmon, CFP® is the founder of Boundless Financial Services, LLC, a firm that provides financial coaching and financial planning services to busy families and small business owners. Danielle has worked in the financial services industry since 2006. She is a member of Kingdom Advisors, AFCPE and Fee-Only Network and has been a Certified Financial Planner™ Professional since 2017.

Question & Answer

What are your service offerings?

Retirement Planning

Budgeting

Small Business Planning

Education Planning

Investment Planning

Debt Management

Tax Planning

Insurance Planning

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

Jessica Danielle Dabney | Jessica Danielle Harmon

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 Danielle Dabney Harmon's CRS (Customer Relationship Summary).

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^®

CRD#: 25803

GREENVILLE, SC

Past

April 7, 2009 - May 14, 2012

FINTRUST INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 139887

GREENVILLE, SC

Past

April 7, 2009 - May 14, 2012

FINTRUST BROKERAGE SERVICES, LLC

CRD#: 41608

GREENVILLE, SC

Past

October 31, 2007 - August 8, 2008

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

GREENVILLE, SC

Past

June 14, 2007 - August 8, 2008

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

GREENVILLE, SC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CLARK ASSET MANAGEMENT, LLC

CRD#: 284480 / SEC#: 801-120465

RIA

Registered Investment Advisory firm - (3/8/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (3/9/2021 Terminated)

New Hampshire

Registered Investment Advisory firm - (4/16/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/9/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

South Carolina
(4/3/2026)

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 66

Date: 10/29/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/13/2007

General Securities Representative Examination

Current Firm

CLARK ASSET MANAGEMENT, LLC

CRD#: 284480 / SEC#: 801-120465

RIA

Registered Investment Advisory firm - (3/8/2021 Approved)

Massachusetts

Registered Investment Advisory firm - (3/9/2021 Terminated)

New Hampshire

Registered Investment Advisory firm - (4/16/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/9/2021 Terminated)

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Contact information

Main Address

Stratham, NH

Mailing Address

Phone number

(603) 237-1341

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 A AND B (3/12/2025)

Regulatory assets under management

Total Number of Accounts	955
AUM (Assets Under Management)	$ 778,339,310

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

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Advisor Monitoring

Firm Stability Insights

Danielle D. Harmon

Professional summary

Core Areas of Focus

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Danielle Dabney Harmon's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLARK ASSET MANAGEMENT, LLC

ORIGIN INVESTMENT ADVISORY LLC

BOUNDLESS FINANCIAL

CLARK ASSET MANAGEMENT, LLC

TRIAD ADVISORS LLC

FINTRUST INVESTMENT ADVISORY SERVICES, LLC

FINTRUST BROKERAGE SERVICES, LLC

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

Primary Firm SEC Registration

CLARK ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/29/2007

Series 7

Date: 6/13/2007

Current Firm

CLARK ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CLARK ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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