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Jeffrey Bryan Harris

JEFF HARRIS & ASSOCIATES, INC.·HARRISONBURG, Virginia
JEFF 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.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Jeffrey Bryan Harris is a registered financial advisor based in HARRISONBURG, Virginia, affiliated with JEFF HARRIS & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
JEFF HARRIS & ASSOCIATES, INC.
JEFF HARRIS & ASSOCIATES, INC.
AUM
$51M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: FINANCIAL PLANNING FEES
Regulatory
SEC/IARD CRD# 1032524
Firm CRD# 109156
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Bryan Harris offer?
Jeffrey Bryan Harris specializes in Financial Planning, Investment Management. Contact their office in HARRISONBURG, Virginia for a consultation.
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, working with JEFF HARRIS & ASSOCIATES, INC.. Their office serves clients in the HARRISONBURG metropolitan area and surrounding communities.
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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