Janet C Marquardt

Employer firm

Harbor Investment Advisory, LLC CRD 151085

$6.87B regulatory AUM 48 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 05/2008 → 07/2017
  Raymond James Financial Services, Inc.
  Catonsville, MD
• 01/2009 → 07/2017
  Raymond James Financial Services Advisors, Inc
  Catonsville, MD
• 05/2008 → 07/2017
  Retirement & Investment Group, Llc
  Catonsville, MD
• 07/2017 → Present
  Harbor Investment Advisory, Llc
  Lutherville, MD

Previous Registrations

• 2009-01-02 → 2017-08-04
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
  Catonsville, MD
• 2008-05-29 → 2009-01-02
  Raymond James Financial Services, Inc.
  Catonsville, MD
• 2007-07-31 → 2008-06-03
  Citigroup Global Markets Inc.
  Lutherville, MD
  Lutherville, MD

Exams

• S66 Uniform Combined State Law Examination
  2007-07-16
• S63 Uniform Securities Agent State Law Examination
  1998-07-06
• S65 Uniform Investment Adviser Law Examination
  1996-11-18

Other Names

• Janet Carol Thompson