Jessie Lake Willinghan
Investment adviser representative at Harbor Investment Advisory, LLC
4 yearsExperience
1 stateRegistered in
$6.9BFirm assets
16 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 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
4 years in the industry.
- Harbor Investment Advisory, LLCDec 2020 to now
- T Rowe PriceMay 2020 to Dec 2020
- Town of Ocean CityMay 2019 to Aug 2019
- Sage Dining ServicesJan 2018 to Mar 2020
- Notre Dame of Maryland UniversityAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7259574
- Firm CRD
- 151085