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Jackson M Bush

Harbour Investments, Inc.

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About Jackson M Bush

Jackson M. Bush is a registered investment advisor representative with Harbour Investments, Inc. Jackson has been in the industry since 2021 and is licensed in Indiana. Jackson specializes in helping individuals, families and businesses with their financial planning and investment needs. Jackson also has experience providing investment advice to charitable organizations, pension plans, and corporations. Harbour Investments is an independent investment advisory firm that offers a range of services, including financial planning, portfolio management, and investment advice. The firm has over 200 investment advisor representatives and manages over $6 billion in assets for its clients.

Firm Information

Jackson Bush is currently registered with Harbour Investments, Inc.. Harbour Investments, Inc. is a Corporation based in Madison, WI, formed in 1987 and approved by the SEC. With over 200 licensed agents and investment advisor representatives, the firm manages between $1 billion and $10 billion in assets for a wide range of clients, including individuals, high net worth individuals, corporations, insurance companies, charitable organizations, and pension plans. Harbour Investments, Inc. offers financial planning, portfolio management for individuals, and selection of other advisors. The firm is registered in all 50 states and the District of Columbia.
Harbour Investments, Inc.

575 D'ONOFRIO DRIVE

MADISON, WI 53719

$6.10B

Assets Under Management

3,206

Total Clients

274

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jackson Bush’s Registration & Firm History

IN

04/05/2023 - Present

Harbour Investments, Inc. (Kokomo IN)

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Licenses & Designations

IA

Issued 12/31/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jackson M Bush.
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