Commonwealth Financial Network
About this Advisor
Jessie Harris is a certified financial planner operating in Cary, North Carolina, with 10 years of professional experience. Harris is currently employed by Commonwealth Financial Network. Throughout their career, Harris has worked at Outdoor Waco, Edward Jones, Cardinal Hill Wealth Management and Commonwealth Financial Network. Harris maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in North Carolina. Commonwealth Financial Network is an advisory company that has its headquarters in Cary, North Carolina. The firm has offices in 1,275 locations and a total of 4,000 advisors. It manages $162 billion in assets under management among its 540,172 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 432 charities and foundations. Of its 540,172 customer accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets. Commonwealth Financial Network has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors are based on which services the firm provides the client. Fees charged by Commonwealth Financial Network likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Commonwealth Financial Network Brokerage Details
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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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jessie Harris Work History
Jessie has 10 years of experience.
Cardinal Hill Wealth Management
Commonwealth Financial Network
Jessie Harris has no disclosures.
Please visit their SEC profile for more details.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.