Jack Clifford Harmon

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/1999 → Present
  Raymond James Financial Services, Inc.
  Atlanta, GA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Atlanta, GA

Other Businesses

(1)Name of Business: Harmon Financial Advisors, Inc Address: 400 Perimeter Center Ter NE, Atlanta, GA, 30346-1299, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/1999 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Principal - I oversee all investment and financial planning operations (2)Name of Business: HARMON, JACK AND SUE Address: 235 Lochland Circle, Roswell, GA, 30075-4797, United States Activity Type: Control Person Position/Title: Executor (Acting) Investment Related: Yes Start Date: 02/13/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Executor for my mother's estate

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-01
• S63 Uniform Securities Agent State Law Examination
  1999-07-13

Designations

• Certified Financial Planner