Unclaimed Profile

Danny Jess Harlow

HARLOW WEALTH MANAGEMENT, INC.·VANCOUVER, Washington

Series 1, Series 26, Series 63, Series 6524 years registeredHARLOW WEALTH MANAGEMENT, INC.

400 EAST MILL PLAIN BLVD., VANCOUVER, WA 98660CRD# 864818Firm CRD# 148315

Profile Verification

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

Identity

Danny Jess Harlow · VANCOUVER, WA

Registration

CRD #864818 · HARLOW WEALTH MANAGEMENT, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HARLOW WEALTH MANAGEMENT, INC.

HARLOW WEALTH MANAGEMENT, INC.

Feb 2009 – Dec 2025

VANCOUVER, WA

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC

Aug 2007 – Feb 2009

VANCOUVER, WA

AMERICAN GENERAL SECURITIES INCORPORATED

Feb 2002 – Dec 2006

VANCOUVER, WA

Registrations & Exams

FINRA examinations passed

Series 1

Series 26

Series 63

Series 65

Registration record

First registered · February 13, 2002

Years registered · 24

Disclosure History

2011Regulatory·Final

2008Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

HARLOW WEALTH MANAGEMENT, INC.

CRD 148315 · SEC 801-112275

AUM

$316M

Regulatory assets under management

Employees

1,629 client accounts

Services offered by HARLOW WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HARLOW WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Danny Jess Harlow offer?

Danny Jess Harlow specializes in Financial Planning, Investment Management.

What are Danny Jess Harlow's credentials?

Danny Jess Harlow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Danny Jess Harlow located?

Danny Jess Harlow is based in VANCOUVER, Washington, last registered with HARLOW WEALTH MANAGEMENT, INC..

How does Danny Jess Harlow charge for services?

Danny Jess Harlow's firm is compensated through percentage of aum, subscription fees, other: % of fees paid by clients to outside managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARLOW WEALTH MANAGEMENT, INC.?

HARLOW WEALTH MANAGEMENT, INC. has approximately 14 employees and manages $316M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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