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Jeffrey Alan Carless

Harbour Investments, Inc.

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About Jeffrey Alan Carless

Jeffrey Alan Carless is an investment advisor representative registered with Harbour Investments, Inc. in Kalamazoo, MI. Jeffrey has been in the financial industry since June 4, 2015. Jeffrey is registered with the states of Michigan and Ohio. Jeffrey is also registered as an investment advisor representative in Michigan with Harbour Investments, Inc. and has been with the firm since April 2017. Jeffrey previously worked for Thrivent Investment Management Inc. Harbour Investments, Inc. is a Registered Investment Advisor and manages approximately $6.1 billion in assets. The firm provides financial planning services, selection of other advisors and portfolio management for individuals.

Firm Information

Jeffrey Carless 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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Jeffrey Carless’s Registration & Firm History

MI

10/30/2020 - Present

Harbour Investments, Inc. (KALAMAZOO MI)

MI

05/22/2015 - 04/12/2017

THRIVENT INVESTMENT MANAGEMENT INC. (STERLING HEIGHTS MI)

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Licenses & Designations

IA

Issued 10/12/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/22/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jeffrey Alan Carless. Review regulatory record here.
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