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Jon Pierre Lebaron

Investment adviser representative at Harbour Investments, Inc.
24 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$9.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlySubscriptionFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

24 years in the industry.

  1. Harbour Investments, Inc.Nov 2011 to now
  2. Lebaron Financial GroupJan 2002 to now

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (MI).

Harbour Investments, Inc.

$9.6BAssets managed
30,309Clients
242Advisers
39 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2597486
Firm CRD
19258
Advisor's SEC record (opens in a new tab)
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