Jason Harmon graduated with a Bachelor’s degree in Economics from the University of North Carolina at Chapel Hill in 2006 and has worked in the financial services industry for over 8 years. Specifically, his experience is in the area of retirement and education planning. He has held the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification since 2011 and also holds the Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law) investment licenses along with various state insurance licenses. He currently serves as a wealth advisor associate with the Potter Financial Group.
Jason lives with his wife in Raleigh and enjoys watching sports, playing golf and reading in his spare time.