Best Investors Account Sign in
Current Employers
Harbor Investment Advisory, Llc

2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2017-07-28
  • MD RA
    APPROVED
    Since 2017-07-28

Branch Locations

2330 W. Joppa Road Suite 160, Lutherville, MD 21093 • 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
Morgan Stanley Smith Barney Lutherville MD 06/2009 07/2017
Morgan Stanley Private Bank, National Association New York NY 01/2015 07/2017
Harbor Investment Advisory, Llc Lutherville MD 07/2017 Present
  • 06/2009 → 07/2017
    Morgan Stanley Smith Barney
    Lutherville, MD
  • 01/2015 → 07/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 07/2017 → Present
    Lutherville, MD
Previous Registrations
Other Businesses

SOCIETY FOR WOMEN IN INVESTMENT LEADERSHIP; VIRTUAL; TREASURER; QUARTERLY MEETING, AUGUST 1, 2018; AVERAGE 2 HRS PER MONTH. Ridge at Ruxton HOA PO BOX 157 Riderwood MD 21139 President 1hr / month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-30
  • S66 Uniform Combined State Law Examination
    2006-01-30
Designations
Other Names
  • Jennifer Yvonne Lowe
  • Jennifer Yvonne Winslow

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lutherville, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor