Jessie
Willinghan
Harbor Investment Advisory, LLC
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About this Advisor
Jessie Willinghan is a financial advisor operating out of Lutherville Timonium, Maryland who has 2 years of relevant experience. Willinghan is currently employed by Harbor Investment Advisory, LLC. Throughout their career, they have worked at T Rowe Price, Notre Dame Of Maryland University, Town Of Ocean City, Sage Dining Services, The Maine School For Science And Mathematics and Harbor Investment Advisory LLC. Willinghan has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Maryland. Harbor Investment Advisory, LLC is a financial advisory firm operating out of Lutherville Timonium, MD. The investment advisory business has a total of 34 advisors. It handles $4 billion in assets across its 3,021 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 62 charities and foundations. Of its 3,021 client accounts, 52% belong to high-net-worth investors who have at least $1 million in assets. Harbor Investment Advisory, LLC performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice usually are based on which services are provided. Fees charged by Harbor Investment Advisory, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harbor Investment Advisory, LLC Brokerage Details
$4,247,694,157
34
3,021
$1,406,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jessie Willinghan Work History
Jessie has been registered as a financial advisor for 2 years.*
Harbor Investment Advisory LLC
T Rowe Price
Town Of Ocean City
Notre Dame Of Maryland University
Sage Dining Services
Sage Dining Services
Notre Dame Of Maryland University
The Maine School For Science And Mathematics
*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 Jessie Willinghan 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 Harbor Investment Advisory, LLC
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
Lutherville Timonium, MD
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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