Jeffrey Alan Carless

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

• 02/2015 → 04/2017
  Thrivent Investment Management Inc
  Sterling Heights, MI
• 08/2015 → 04/2017
  Thrivent Financial
  Appleton, WI
• 04/2017 → Present
  Harbour Investments, Inc
  Madison, WI
• 04/2017 → 07/2025
  Burnham & Flower
  Kalamazoo, MI

Other Businesses

1)Jelika Wealth Management dba Carless Financial - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Rhythm n Jump Dance Academy | 31503 Harper Avenue, St Clair Shores, MI 48082 | Silent Partner | Description: My wife and I own a dance studio which she runs | Beginning 10/2022 | 1 hour per month, 0 during trading hours | Unpaid | Not investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-12
• S63 Uniform Securities Agent State Law Examination
  2015-05-09