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Jamie Avert Eklov

Harbour Investments, Inc.

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About Jamie Avert Eklov

Jamie Eklov is an investment advisor representative with Harbour Investments, Inc. Jamie has been in the securities industry since June 25, 1998. Jamie is currently registered with the state of Wisconsin. Jamie has also been registered with other firms, including LPL Financial LLC, Raymond James Financial Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Jamie is a Series 6, Series 7, and Series 63 licensed professional.

Firm Information

Jamie Eklov 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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Jamie Eklov’s Registration & Firm History

WI

09/17/2021 - Present

Harbour Investments, Inc. (La Crosse WI)

WI

12/04/2012 - 09/22/2021

LPL FINANCIAL LLC (LA CROSSE WI)

WI

04/22/2003 - 12/04/2012

RAYMOND JAMES FINANCIAL SERVICES, INC. (LA CROSSE WI)

MN

02/28/2000 - 04/29/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

02/28/2000 - 04/29/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

GA

02/17/1998 - 10/21/1999

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 01/31/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/14/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Avert Eklov.
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