Jon Pierre Lebaron

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:

Current Employers

Harbour Investments, Inc.

575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2011-11-04

MI RA
APPROVED

Since 2011-11-04

Branch Locations

211 North Chestnut Street, Reed City, MI 49677 • 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

Organization	City	State	From	To
Harbour Investments	Madison	WI	11/2011	Present
Lebaron Financial Group	Reed City	MI	01/2002	Present

11/2011 → Present

Harbour Investments

Madison, WI
01/2002 → Present

Lebaron Financial Group

Reed City, MI

Previous Registrations

2002-07-30 → 2011-11-03

Equitable Advisors, Llc

Reed City, MI

Reed City, MI

Other Businesses

1)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 2)LeBaron Financial Group - DBA 3)LeBaron Financial Group LLC | 211 North Chestnut Street, Reed City, MI 49677 | Sole owner | Description: Entity created for tax and payroll purposes | Beginning 1/2026 | 8 hours per month, 2 during trading hours | Unpaid | Not investment related

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-05-28
S63	Uniform Securities Agent State Law Examination	1995-04-07

S65 Uniform Investment Adviser Law Examination

1999-05-28
S63 Uniform Securities Agent State Law Examination

1995-04-07

Designations

Certified Financial Planner
Chartered Financial Consultant

Other Names

Jon P Lebaron

View on SEC IAPD