Dale Jarrett Korman
Investment adviser representative at Harbor Capital Advisors, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$67.6BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Harbor Capital Advisors, Inc.Sep 2021 to now
- Harbor Funds Distributors, Inc.Sep 2021 to now
- Sage Advisory ServicesApr 2020 to Aug 2021
- Novak & Powell Financial Services, IncMay 2019 to Mar 2020
- Fef Distributors, LLCMar 2016 to May 2019
- First Eagle Investment Management, LLCMar 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
- Series 63 · Uniform Securities Agent State Law2024
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
- 5152816
- Firm CRD
- 113042