Jennifer J Zalapi

Employer firm

Harbour Investments, Inc. CRD 19258

$9.60B regulatory AUM 3,203 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → Present
  Mainstreet Financial Group
  Rockford, IL
• 01/2012 → 08/2019
  Summit Brokerage Services, Inc.
  Rockford, IL
• 08/2019 → Present
  Harbour Investments, Inc
  Madison, WI

Other Businesses

1) Mainstreet Financial Group - DBA 2) Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3) Life Decisions | 2310 E State Street, Rockford, IL 61108 | Board Member/ Treasurer | Description: help make decisions for the organization and monitor expenditures | Beginning 10/2024 | 2 hours per month, 0 during trading hours | Unpaid | Not investment related

Exams

• S66 Uniform Combined State Law Examination
  2020-08-10