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Jeffrey Maurice Harris

Investment adviser representative at Ally Invest Advisors
16 yearsExperience
1 stateRegistered in
$1.7BFirm assets
12 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 assets

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

16 years in the industry.

  1. Ally Invest AdvisorsFeb 2021 to now
  2. Ally Invest Securities LLCJan 2018 to now
  3. GamestopOct 2017 to Jan 2018
  4. N/aMay 2017 to Oct 2017
  5. LPL Financial LLCMay 2010 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 65 · Uniform Investment Adviser Law2019

State registrations

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

Ally Invest Advisors

Legal name: Ally Invest Advisors Inc

$1.7BAssets managed
83,199Clients
82Advisers
12 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
5798542
Firm CRD
170301
Advisor's SEC record (opens in a new tab)
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