Jonathon
Pynchon
Harbour Investments, Inc
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About this Advisor
Jonathon Pynchon is a financial advisor who works out of Fort Wayne, Indiana who has 2 years of industry experience. Pynchon is currently employed by Harbour Investments, Inc. The advisor has gained experience at New York Life Insurance Co, Nylife Securities, LLC, Ball State University, Concordia Lutheran High School, Harbour Investments, Inc and Foster Financial. Pynchon holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Indiana. Harbour Investments, Inc is an advisory company that has its headquarters in Madison, WI. It has offices in 160 locations and a total of 219 employees. It handles $5 billion in assets under management between its 28,573 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 59 charitable organizations. Of its 28,573 accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees typically depend on which services the firm provides the client. However, fees billed by Harbour Investments, Inc likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harbour Investments, Inc Brokerage Details
$4,468,811,819
219
28,573
$156,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jonathon Pynchon Work History
Jonathon has been registered as a financial advisor for 2 years.*
Harbour Investments, Inc
Foster Financial
New York Life Insurance Co
Nylife Securities, LLC
Ball State University
Concordia Lutheran High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathon Pynchon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Harbour Investments, Inc
Roscoe, IL
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Milwaukee, WI
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Kalamazoo, MI
Carnegie, PA
Milwaukee, WI
Madison, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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