Jessie
Harris

Commonwealth Financial Network

CRD#6285265
Investment Advisor
in Cary, NC

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1143 B Executive Circle
Cary, NC 27511

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$161,852,722,626

NC Average: $16,012,751,954
Total Number of Employees

4,000

NC Average: 118
Total Number of Accounts

540,172

NC Average: 4,567
Average Account Size

$299,632

NC Average: $3,506,186

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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.

2022 - Present (0 year)

Cardinal Hill Wealth Management

2022 - Present (0 year)

Commonwealth Financial Network

2014 - Present (8 years)

Edward Jones

2012 - 2013 (1 year)

Outdoor Waco

Disclosures

Jessie Harris has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
John Lohse
Wilmington, NC
Brendan Speers
Plymouth Meeting, PA
Ryan Swenson
Jupiter, FL
Britt Myszka
Brentwood, TN
Carrie White
Overland Park, KS
Ashley Burneka
San Diego, CA
Marilyn Eisenhauer
Colorado Springs, CO

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

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