Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
26yrs
Based in Jacksonville, Florida, Patrick Harm is a fiduciary financial advisor with 26 years of industry experience. Patrick has been with Strategic Advisers since 2025; before that, Patrick spent seven years at Fidelity Personal and Workplace Advisors and two years at Wells Fargo Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 7% by experience at Strategic Advisers
OfficeJacksonville, FL
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
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.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2008 – 2018Strategic Advisers LLCPreviously
- Oct 2000 – Jul 2002Wells Fargo Clearing Services, LLCPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Strategic Advisers at 617-563-7000 and ask for Patrick Harm. Patrick works from the Jacksonville, FL office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2000, about 26 years. Top 7% by experience at Strategic Advisers.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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