Jason M. Alonzo

HARBOR CAPITAL ADVISORS

Chicago, IL 60606-4302

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CRD#: 7288155

Professional summary

Jason Michael Alonzo, who also goes by Jason Alonzo, is a registered financial advisor currently at HARBOR CAPITAL ADVISORS, INC. located in Chicago, Illinois.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jason has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Alonzo

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.

1. Managing Director; Alonzo Racing, LLC; Since 09/28/2014; Non-investment related; Approximately 4 hours spent per monthName of business: Alonzo Racing, LLC

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael Alonzo'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®

None

Experience

Current

February 8, 2023 - Present

HARBOR CAPITAL ADVISORS, INC.

Office #1: 111 South Wacker Drive 34th Floor, Chicago, IL 60606-4302

RIA

CRD#: 113042

Chicago, IL

Past

September 9, 2022 - January 17, 2023

EAGLE BAY FAMILY OFFICE

RIA

CRD#: 281675

Saratoga Springs, NY

Past

December 2, 2021 - March 15, 2022

BOUCHEY FINANCIAL GROUP LTD

RIA

CRD#: 111824

Saratoga Springs, NY

Past

September 30, 2020 - June 5, 2024

J.P. MORGAN INVESTMENT MANAGEMENT INC.

RIA

CRD#: 107038

New York, NY

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".

HARBOR CAPITAL ADVISORS, INC.

BLADE CAPITAL ADVISORS, INC. | HARBOR CAPITAL ADVISORS, INC.

CRD#: 113042 / SEC#: 801-60367

RIA

Registered Investment Advisory firm - (6/7/2001 Approved)

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

Illinois
(2/8/2023)

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: 12/1/2021

Uniform Investment Adviser Law Examination

Current Firm

HARBOR CAPITAL ADVISORS, INC.

BLADE CAPITAL ADVISORS, INC. | HARBOR CAPITAL ADVISORS, INC.

CRD#: 113042 / SEC#: 801-60367

RIA

Registered Investment Advisory firm - (6/7/2001 Approved)

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Contact information

Main Address

111 South Wacker Drive 34th Floor, Chicago, IL 60606-4302

Mailing Address

Phone number

(312) 443-4400

Established

Firm type

Fiscal year end

# of Employees

236

SEC notice filing (3 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV - 2025 PART 2A BROCHURE DTD 03-25-2025 (3/25/2025)

Regulatory assets under management

Total Number of Accounts	14
AUM (Assets Under Management)	$ 64,793,443,492

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.

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Jason M. Alonzo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Michael Alonzo's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARBOR CAPITAL ADVISORS, INC.

EAGLE BAY FAMILY OFFICE

BOUCHEY FINANCIAL GROUP LTD

J.P. MORGAN INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

HARBOR CAPITAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/1/2021

Current Firm

HARBOR CAPITAL ADVISORS, INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HARBOR CAPITAL ADVISORS, INC.

TRUST BUT VERIFY

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