Jon Lebaron, financial advisor Reed City MI

Jon Lebaron

CRD Number: 2597486
Current Firm: Harbour Investments, Inc.

Jon Lebaron (CRD# 2597486) is an Investment Advisor Representative working at Harbour Investments, Inc. in Reed City, MI and has over 29 years of experience in the finance industry. Jon Lebaron 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.

Similar Advisors
Lisa Bondarenko, financial advisor Reed City MI
Lisa E. Bondarenko
CRD# 5938001
Edward Jones
Similar Advisors
Robert Boyce, financial advisor Reed City MI
Robert A. Boyce
CRD# 6439155
Robert A Boyce LLC
Similar Advisors
Kelly Brockette, financial advisor Reed City MI
Kelly A. Brockette
CRD# 3129554
Cambridge Investment Research Advisors, Inc.
Professional Designations
Company Name Location Dates Years
Harbour Investments Madison, WI Nov 2011 - Current 12
Lebaron Financial Group Reed City, MI Jan 2002 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1995
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Jon P. Lebaron
Phone Number: 608-662-6100
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    6,102
    MILLIONS
  • Total Number of Accounts
    33,564
    ACCOUNTS
  • Average Account Value
    $181,798
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.