Jennifer Lowe Winslow
Investment adviser representative at Harbor Investment Advisory, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$6.9BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Harbor Investment Advisory, LLCJul 2017 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jul 2017
- Morgan Stanley Smith BarneyJun 2009 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (MD).
Harbor Investment Advisory, LLC
$6.9BAssets managed
3,540Clients
31Advisers
16 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
- 4818888
- Firm CRD
- 151085