Jason Harmon Email & Phone Number
Advisor @ BFG Financial Advisors
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Jason Harmon Location
- Chapel Hill, NC, US
Jason Harmon Work
- Advisor @
- VP, Wealth Advisor Associate @ The Potter Financial Group (January 2015 - Present)
- Education and Retirement Specialist @ (November 2012 - December 2014)
- IRA Specialist @ (August 2011 - November 2012)
- Financial Services Officer @ (July 2006 - August 2011)
Jason Harmon Education
- University of North Carolina at Chapel Hill
Bachelor of Arts (BA) (Economics)
2002-2006
Jason Harmon Skills
- Wealth Management
- Series 63
- IRAs
- Investments
- Series 7
- Certified Financial Planner
- Retirement
- Retirement Planning
- Investment Advisory
- Financial Services
- Licensed Property And Casualty Insurance Agent
- Licensed Life And Health Insurance Agent
- Financial Planning
- Mutual Funds
- Series 24
Jason Harmon Summary
- Jason Harmon, based in Chapel Hill, NC, US, is currently a Advisor at BFG Financial Advisors. Jason Harmon brings experience from previous roles at The Potter Financial Group and SECU. Jason Harmon holds a 2002 - 2006 Bachelor of Arts (BA) in Economics @ University of North Carolina at Chapel Hill. With a robust skill set that includes Wealth Management, Series 63, IRAs, Investments, Series 7 and more. Jason Harmon has 2 emails and 3 mobile phone numbers on RocketReach.
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Top BFG Financial Advisors Employees
Jason Harmon
Advisor
Chapel Hill, NC, US
Eric Brotman
Chief Growth Officer
Washington, DC, US
Brandon Crosby
Client Services Associate
Reisterstown, MD, US
Jen Palumbo
Client Relations Associate
Lutherville-Timonium, MD, US
Sara Lentz
Marketing Director
Lutherville-Timonium, MD, US
Amanda Pancake
Director of Community Impact
Kingsville, MD, US
Andrew Harrell
Shareholder
Forest Hill, MD, US
Coral Bruce
Director Of Operations
Perry Hall, MD, US
Lena Nebel
Chief Executive Officer
Lutherville-Timonium, MD, US
Kirby Ososki
Registered Client Service Associate
Lutherville-Timonium, MD, US
Kobe Bolanos
Associate
Washington, DC, US
Jillian Howell
Client Services Associate
Washington, DC, US
Joseph Mills
Financial Planning Assistant
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Claudia Glover
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Paula Caponiti
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Phoenix, MD, US
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