Dale Jarrett Korman

Employer firm

Harbor Capital Advisors, Inc. CRD 113042

$67.6B regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Selection of other advisers
• CUSTOM INDEX PROVIDER; CAPITAL MARKET ASSUMPTIONS; MODEL PORTFOLIOS

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

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

Current Employers

Employment History

• 03/2016 → 05/2019
  First Eagle Investment Management, Llc
  New York, NY
• 03/2016 → 05/2019
  Fef Distributors, Llc
  New York, NY
• 05/2019 → 03/2020
  Novak & Powell Financial Services, Inc
  St. Petersburg, FL
• 04/2020 → 08/2021
  Sage Advisory Services
  Austin, TX
• 09/2021 → Present
  Harbor Capital Advisors, Inc.
  Chicago, IL
• 09/2021 → Present
  Harbor Funds Distributors, Inc.
  Chicago, IL

Previous Registrations

• 2020-04-03 → 2021-08-26
  Sage Advisory Services Ltd Co
  St. Petersburg, FL
  Austin, TX
• 2019-05-06 → 2020-03-27
  Novak & Powell Financial Services, Inc.
  St. Petersburg, FL
• 2006-08-18 → 2016-03-22
  Neuberger Berman Bd Llc
  New York, NY
  Tampa, FL
  Tampa, FL
  Tampa, FL
  New York, NY
  Tampa, FL
  Tampa, FL
  St. Petersburg, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-03-19
• S66 Uniform Combined State Law Examination
  2006-08-17

Designations

• Certified Financial Planner