Jeffrey
Janeway

Harbour Investments, Inc

CRD#6533806
Investment Advisor
in Edmonds, WA

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About this Advisor

Jeffrey Janeway is a financial advisor based in Edmonds, Washington, working with Harbour Investments, Inc. Jeffrey has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Fluke Networks, Bank Of America, N.A, Kms Financial Services, Inc, Securities America, Inc, Securities America Advisors, Inc, Arbor Point Advisors, Harbour Investments, Inc, and Koenig Financial Group. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Jeffrey is part of Harbour Investments, Inc, which operates out of Edmonds, Washington. 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 66, CERTIFIED FINANCIAL PLANNER™

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

120 5Th Ave S. #B
Edmonds, WA 98020

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Harbour Investments, Inc Brokerage Details

Total Assets Under Management

$6,101,862,276

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

228

WA Average: 43
Total Number of Accounts

33,564

WA Average: 1,898
Average Account Size

$181,798

WA Average: $1,489,234

Investment Advisory Services

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

Jeffrey Janeway Work History

2021 - Present (4 years)

Harbour Investments, Inc

2018 - Present (7 years)

Koenig Financial Group

2020 - 2021 (1 year)

Securities America, Inc

2020 - 2021 (1 year)

Securities America Advisors, Inc

2020 - 2021 (1 year)

Arbor Point Advisors

2017 - 2020 (3 years)

Kms Financial Services, Inc

2015 - 2017 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2015 - 2017 (2 years)

Bank Of America, N.A

2013 - 2015 (2 years)

Fluke Networks

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Disclosures

Please visit the SEC profile of Jeffrey Janeway 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

Rebecca Artz
Richland, MI
Kyle Pahnke
Middleton, WI
Michael Dellolio
Madison, WI
Lucas Kane
West Des Moines, IA
Andrew Salemme
Brookfield, WI
Clayton Tyree
Elm Grove, WI
Brian Crispigna
Green Bay, WI
Todd Mccaffray
Edmonds, WA

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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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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