Jeffrey Janeway (CRD# 6533806) is an Investment Advisor Representative working at Harbour Investments, Inc. in Edmonds, WA and has over 8 years of experience in the finance industry. Jeffrey Janeway has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harbour Investments, Inc. | Madison, WI | Apr 2021 - Current | 3 |
| Koenig Financial Group | Edmonds, WA | Jun 2018 - Current | 5 |
| Securities America, Inc. | Edmonds, WA | Nov 2020 - Apr 2021 | < 1 |
| Securities America Advisors, Inc. | Edmonds, WA | Nov 2020 - Apr 2021 | < 1 |
| Arbor Point Advisors | Edmonds, WA | Nov 2020 - Apr 2021 | < 1 |
| Kms Financial Services, Inc. | Seattle, WA | Jan 2017 - Nov 2020 | 3 |
| Bank Of America, N.a. | Everett, WA | Dec 2015 - Jan 2017 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Everett, WA | Jul 2015 - Jan 2017 | 1 |
| Fluke Networks | Everett, WA | Oct 2013 - Jul 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
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Total Assets Under Management6,102MILLIONS
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Total Number of Accounts33,564ACCOUNTS
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Average Account Value$181,798
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