Harlan F Little
Investment adviser representative at Edward Jones
10 yearsExperience
2 statesRegistered in
$1TFirm assets
62 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Edward JonesApr 2025 to now
- Fidelity InvestmentsJun 2024 to Mar 2025
- Equis FinancialJan 2024 to May 2024
- Guaranteed Rate/kbhsMar 2023 to Dec 2023
- First Citizens BankMar 2022 to Feb 2023
- Cornerstone Home LendingMay 2021 to Mar 2022
- Movement MortgageAug 2020 to Apr 2021
- Wells FargoApr 2020 to Aug 2020
- First Citizens BankJul 2017 to Apr 2020
- UnemployedMay 2017 to Jun 2017
- First Citizens BankNov 2016 to Apr 2017
- Prime LendingSep 2016 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 2624189
- Firm CRD
- 250