Jason Lauderback
Investment adviser representative at Harbor Capital Advisors, Inc.
15 yearsExperience
1 stateRegistered in
$67.6BFirm assets
25 yearsFirm in business
Are you Jason Lauderback? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Harbor Capital Advisors, Inc.Aug 2024 to now
- Harbor Funds Distributors, Inc.Aug 2024 to now
- Calamos Advisors LLCFeb 2011 to Aug 2024
- Calamos Financial Services LLCFeb 2011 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (IL).
Harbor Capital Advisors, Inc.
$67.6BAssets managed
27Clients
9Advisers
25 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
- 4568768
- Firm CRD
- 113042