Unclaimed Profile

Jeffrey Bryan Harris

JEFF HARRIS & ASSOCIATES, INC.·HARRISONBURG, Virginia

SIE, Series 6, Series 7, Series 24, Series 63, Series 6531 years registeredJEFF HARRIS & ASSOCIATES, INC.

410 NEFF AVE., SUITE 200, HARRISONBURG, VA 22801CRD# 1032524Firm CRD# 109156

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Bryan Harris · HARRISONBURG, VA

Registration

CRD #1032524 · JEFF HARRIS & ASSOCIATES, INC. · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JEFF HARRIS & ASSOCIATES, INC.

LEVEL FOUR ADVISORY SERVICES

Apr 2023 – Dec 2024

HARRISONBURG, VA

HARBOR FINANCIAL SERVICES, LLC

Mar 2010 – Mar 2010

HARRISONBURG, VA

JEFF HARRIS & ASSOCIATES, INC.

May 1995 – Dec 2022

HARRISONBURG, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 10, 1995

Years registered · 31

Disclosure History

1995Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

JEFF HARRIS & ASSOCIATES, INC.

CRD 109156 · SEC 801-60055

AUM

$51M

Regulatory assets under management

Employees

266 client accounts

Services offered by JEFF HARRIS & ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JEFF HARRIS & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Bryan Harris offer?

Jeffrey Bryan Harris specializes in Financial Planning, Investment Management.

What are Jeffrey Bryan Harris's credentials?

Jeffrey Bryan Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Bryan Harris located?

Jeffrey Bryan Harris is based in HARRISONBURG, Virginia, last registered with JEFF HARRIS & ASSOCIATES, INC..

How does Jeffrey Bryan Harris charge for services?

Jeffrey Bryan Harris's firm is compensated through percentage of aum, hourly charges, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JEFF HARRIS & ASSOCIATES, INC.?

JEFF HARRIS & ASSOCIATES, INC. has approximately 1 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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