Nathan Harris

Employer firm

Ally Invest Advisors CRD 170301

$1.73B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 10/2018 → 01/2021
  Edward Jones
  St Louis, MO
• 08/2012 → 10/2018
  Dst
  Kansas City, MO
• 08/2012 → 12/2021
  Temple Congregation B'NAi Jehudah
  Overland Park, KS
• 06/2021 → 02/2022
  Ally Invest Securities Llc
  Charlotte, NC
• 06/2021 → 02/2022
  Ally Invest Advisors
  Charlotte, NC
• 02/2022 → Present
  Ally Invest Securities Llc
  Charlotte, NC
• 02/2022 → Present
  Ally Invest Advisors
  Charlotte, NC
• 03/2025 → Present
  Wyzant, Inc.
  Charlotte, NC

Previous Registrations

• 2018-12-14 → 2021-02-01
  Edward Jones
  Lee'S Summit, MO
  Kansas City, MO
  Kansas City, MO
  St Louis, MO

Other Businesses

Ally Invest Advisors. Investment Related. 601 S Tryon Street Charlotte NC 28202. Senior Analyst - Trade Regulatory Reporting. Dually licensed. 06/14/2021. 0-20 hrs/month. Assists with Regulatory Reporting needs of Ally Invest Advisors. Wyzant, Inc. Not Investment Related. 777 Mariners Island Blvd, Suite 600 San Mateo, CA 94404. Tutor. 4/1/2025. 20-40 hrs/month. Provide virtual tutor services in various subjects including for ACT Exam prep, Math, Science, Business, Career Development, FINRA Exam Prep and Microsoft Excel. Congregation Beth Shalom Inc. Non-Investment related. 14200 Lamar Ave Overland Park KS 66223. Teacher. 09/07/2025. 0-20 hours/month. First Grade Sunday School Teacher. Rover Group, Inc. Non-Investment related. 711 Capitol Way S Suite 204 Olympia WA 98501. Boarder. 06/23.2025. 0-20 hours/month. Pet boarding.

Exams

• S66 Uniform Combined State Law Examination
  2018-12-13

Other Names

• Nathan Samuel Harris