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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Dodson Harris is a registered investment advisor representative with Cetera Investment Advisers LLC. Jon has been in the financial services industry since August 1996. Jon holds Series 6, 62, 63, and 65 securities licenses, as well as the SIE exam. Jon also holds several other licenses, including a North Carolina Real Estate Broker's license. Jon is a member of the National Association of Personal Financial Advisors. Jon provides financial planning, retirement planning, and investment management services to individuals, families, and small businesses. Jon's office is located at 1610 Westchester Dr, High Point, NC 27262.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
08/22/2022 - Present
Cetera Investment Advisers LLC (HIGH POINT NC)
NC
08/07/1996 - 08/25/2022
AVANTAX INVESTMENT SERVICES, INC. (HIGH POINT NC)
IA
Issued 07/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 08/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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