Broker Check

Helping Clients Grow &
Protect Wealth Since 1985

 Jason Harmon, CFP®

Jason Harmon, CFP®

VP, Wealth Advisor Associate

Jason Harmon graduated with a Bachelor’s degree in Economics from the University of North Carolina at Chapel Hill in 2006 and has over 17 years of experience working with clients in the financial services industry. His areas of specialization are retirement and education planning, but he is passionate about helping clients in all aspects of their financial lives.

He obtained his CERTIFIED FINANCIAL PLANNERtm certification in 2011 and also holds the Series 7 and Series 63 investment licenses along with various state insurance licenses.  

Outside of the office, Jason enjoys spending time with his wife and two children, summer beach trips to the NC coast, watching sports (especially the Tar Heels), golf and reading.