Eldon Harris (CRD# 4994519) is an Investment Advisor Representative working at Morgan Stanley in Kingston, NY and has over 18 years of experience in the finance industry.
CRD# 5619407
Edward Jones
CRD# 6053461
J.p. Morgan Securities LLC
CRD# 7003143
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley Private Bank, N.a. | New York, NY | Apr 2022 - Current | 2 |
| Morgan Stanley Smith Barney LLC | Kingston, NY | Mar 2022 - Current | 2 |
| Bank Of America, N.a. | New York, NY | Dec 2018 - Mar 2022 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Nov 2018 - Mar 2022 | 3 |
| Lpl Financial LLC | Albany, NY | Apr 2017 - Nov 2018 | 1 |
| Sefcu | Albany, NY | Apr 2017 - Nov 2018 | 1 |
| Cco Investment Services Corp | Greenbush, NY | Dec 2014 - Apr 2017 | 2 |
| Bank Of America, N.a. | Albany, NY | Oct 2011 - Dec 2014 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Albany, NY | Jun 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- NY
- TX
-
Total Assets Under Management1,402,426MILLIONS
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Total Number of Accounts2,405,783ACCOUNTS
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Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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