Jonathon
Pynchon

Harbour Investments, Inc

CRD#6899616
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Jonathon Pynchon is a financial advisor based in Fort Wayne, Indiana, working with Harbour Investments, Inc. Jonathon has previously held positions at New York Life Insurance Co, Nylife Securities, LLC, Ball State University, Concordia Lutheran High School, Harbour Investments, Inc, and Foster Financial. Jonathon has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Jonathon is part of Harbour Investments, Inc, which operates out of Fort Wayne, Indiana. The firm has 140 offices and 228 employees. The firm manages assets totaling $6.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Harbour Investments, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Commissions

Office Location

2720 Dupont Commerce Court Suite 170
Fort Wayne, IN 46825

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Harbour Investments, Inc Brokerage Details

Total Assets Under Management

$6,101,862,276

IN Average: $2,826,565,184
Total Number of Employees

228

IN Average: 43
Total Number of Accounts

33,564

IN Average: 1,898
Average Account Size

$181,798

IN Average: $1,489,234

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jonathon Pynchon Work History

2021 - Present (3 years)

Harbour Investments, Inc

2020 - Present (4 years)

Foster Financial

2019 - 2020 (1 year)

New York Life Insurance Co

2019 - 2020 (1 year)

Nylife Securities, LLC

2015 - 2019 (4 years)

Ball State University

2011 - 2015 (4 years)

Concordia Lutheran High School

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

Nathan Littrell
Lake Mills, WI
Kyle Pahnke
Middleton, WI
Stuart Friberg
Menomonee Falls, WI
Lucas Kane
West Des Moines, IA
Steven Ratajczak
Oostburg, WI
Royce Kurtz
Madison, WI
Brian Crispigna
Green Bay, WI
Rebecca Artz
Richland, MI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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