Best Investors Account Sign in

Jason Lauderback

Harbor Capital Advisors, Inc.

Chicago, IL

Naperville, IL

CRD 4568768

Claim This Profile
Employer firm

Harbor Capital Advisors, Inc. CRD 113042

$67.6B regulatory AUM 12 advisory clients

Reported services (Item 5G)

  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • CUSTOM INDEX PROVIDER; CAPITAL MARKET ASSUMPTIONS; MODEL PORTFOLIOS

From the firm’s Form ADV. Read the guides:

Current Employers
Harbor Capital Advisors, Inc.

111 South Wacker Drive 34Th Floor, Chicago, IL 60606-4302 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-08-13
  • IL RA
    APPROVED
    Since 2024-08-13

Branch Locations

111 South Wacker Drive 34Th Floor, Chicago, IL 60606-4302 • United States

Naperville, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Calamos Financial Services Llc Naperville IL 02/2011 08/2024
Calamos Advisors Llc Naperville IL 02/2011 08/2024
Harbor Funds Distributors, Inc. Chicago IL 08/2024 Present
Harbor Capital Advisors, Inc. Chicago IL 08/2024 Present
  • 02/2011 → 08/2024
    Calamos Financial Services Llc
    Naperville, IL
  • 02/2011 → 08/2024
    Calamos Advisors Llc
    Naperville, IL
  • 08/2024 → Present
    Harbor Funds Distributors, Inc.
    Chicago, IL
  • 08/2024 → Present
    Harbor Capital Advisors, Inc.
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-01-13
S66 Uniform Combined State Law Examination 2003-02-11
  • S65 Uniform Investment Adviser Law Examination
    2010-01-13
  • S66 Uniform Combined State Law Examination
    2003-02-11
Other Names
  • Jason Donald Lauderback

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor