Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Harrison is a financial advisor with over 20 years of experience in the industry. Jon currently works with LPL Financial LLC and Northeast Planning Associates, Inc. Jon is registered with the state of New Hampshire as an Investment Advisor Representative and has been registered with the state of Texas as a resident Investment Advisor Representative. Jon is also licensed in several other states. Jon offers financial planning and consulting services through Northeast Planning Associates, an independent investment advisor firm. Jon is an active member of the financial community and is committed to providing his clients with the highest level of service.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
04/13/2021 - Present
LPL Financial LLC (METHUEN MA)
NH
12/07/2005 - 12/31/2007
MUTUAL SERVICE CORPORATION (NASHUA NH)
NJ
09/30/1998 - 12/06/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 03/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jon Harrison is the right advisor for you? Invested Better is here to help.
