Jeff Harris & Associates, Inc.

Jeff Harris & Associates, Inc. (CRD# 109156) is a financial advisory firm headquartered in Harrisonburg, VA. They manage $54,853,635 in 298 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    298
    ACCOUNTS
  • Average Account Value
    $184,073
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

SC, VA

Financial Advisors at Jeff Harris & Associates, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Charles F. Williams
CRD#: 4327943
410 Neff Ave., Suite 200, Harrisonburg, VA 22801
96
Wealthminder
score

Charles Williams (CRD# 4327943) is an Investment Advisor Representative working at Jeff Harris & Associates, Inc. in Harrisonburg, VA and has over 15 years of experience in the finance industry.

2
Jeffrey B. Harris
CRD#: 1032524
410 Neff Ave., Ste 200, Harrisonburg, VA 22801
76
Wealthminder
score

Jeffrey Harris (CRD# 1032524) is an Investment Advisor Representative working at Jeff Harris & Associates, Inc. in Harrisonburg, VA and has over 23 years of experience in the finance industry.

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