UBS Financial Services
47yrs
Top 1% for experience in Atlanta
47yrs
Jack Clifford Harmon
Financial advisor at Harmon Financial Advisors
At a glance
Experience47 years (since 1980)
How that compares ?Top 1% for experience in Atlanta
Office400 Perimeter Center Terrace NE STE 850, Atlanta, GA 30346
How the firm is paid ?Hourly
States licensed ?1 state
Services through Harmon Financial Advisors
Financial planning
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2009 – 2024Raymond James Financial Services Advisors, Inc.Previously
- 2003 – nowHarmon Financial AdvisorsCurrent firm
- 2003 – 2009Raymond James Financial Services, Inc.Previously
Questions to ask Jack
Tailored to Jack’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Jack
How do I contact Jack?
Call Harmon Financial Advisors at 770-394-5225 and ask for Jack Clifford Harmon. Jack works from the Atlanta, GA office.
How long has Jack been a financial advisor?
Jack has been in the industry since 1980, about 47 years. Top 1% for experience in Atlanta.
What licenses does Jack hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Harmon Financial Advisors reports being paid by hourly fees. Ask Jack for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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