Harbor Capital Management | Financial Advisor in Irving ,TX

545 E. John Carpenter Freeway
Suite 300
Irving, TX 75062

About

Harbor Capital Management is a Charlotte-based Registered Investment Advisor firm
with offices in Mooresville, NC, Dallas, TX and Sarasota, FL. It has been registered with
the U.S. Securities and Exchange Commission since its establishment

"My clients have chosen to work with me because of my authentic, passionate,
commitment to helping them expand and protect their wealth and secure the
retirement outcomes of their employees. The financial security of their businesses
and their loved ones is what is important to them, and as a result, its what is
important to me. Our relationship gives them the clarity, knowledge and
confidence to do what is necessary to ensure the realization of their dreams."

9 Years of Experience



General Information
Firm Start Year:   1991
No.of Employees:   20-49
Insurance License#:   1291376
Name of Custodial Firm:   Fidelity
States Licensed in:   Texas, Connecticut, North Carolina, Mississippi
Number of Years with Current Firm:   2.5
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Exchange Traded Funds (ETFs) , Mutual Funds , Bonds , Stocks , Insurance
I can meet clients in the following ways:   At my office , Via phone


Qualifications & Memberships
Insurance and Annuity Licenses:   Accident , Health
Firm Information
Firm's Number of Clients:   274
Assets Managed by Firm:   $342,000,000
Advisor's Number of Clients:   95


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Commissions , Based on Assets


Education
BBA - Business Management  James Madison University - Harrisonburg, VA
August 1992-May 1997



FAQs

  • Do you have a customer satisfaction or refund policy? We will determine in an initial conversation whether or not we are a fit for each other.
  • What are your qualifications? What is your education background? I graduated from James Madison University in Harrisonburg, Virginia with a BA in Business. I worked for a Fortune 500 Insurance Company for 7 Years. I began my own practice in 2004 and have been passionately serving my clients ever since.
  • What is your approach to financial planning? Management of the Key Risks Facing Retirees Today: Longevity, Health, Liability, Sequence of Return, & Tax Risk.
  • What services do you offer? Investment Planning, Tax Planning, Estate Planning, Insurance Planning, Retirement Planning.
  • How many clients do you currently manage? 95
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Bryan Jackson,CFP

Bryan Jackson,CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


"My clients have chosen to work with me because of my authentic, passionate, commitment to helping them expand and protect their wealth and secure the retirement outcomes of their employees. The financial security of their businesses and their loved ones is what is important to them, and as a result, its what is important to me. Our relationship gives them the clarity, knowledge and confidence to do what is necessary to ensure the realization of their dreams."

My Services


Financial Advice & Consulting

My clients have chosen to work with me because they realize that I am passionate about making sure their dreams are realized.

Communities Served

Addison Allen
Argyle Arlington
Bedford Carrollton
Cedar Hill Colleyville
Coppell Dallas
Denton Desoto
Duncanville Euless
Flower Mound Fort Worth
Frisco Garland
Grand Prairie Grapevine
Haltom City Haslet
Hurst Hutchins
Irving Keller
Kennedale Lake Dallas
Lancaster Lewisville
Little Elm Mansfield
Mesquite North Richland Hills
Plano Red Oak
Richardson Roanoke
Rowlett Sachse
Southlake Sunnyvale
The Colony Wilmer

Office Hours

Mon. 8:30 AM - 7:30 PM
Tue. 8:30 AM - 6:00 PM
Wed. 8:30 AM - 6:00 PM
Thu. 8:30 AM - 6:00 PM
Fri. 8:30 AM - 6:00 PM