Jason Michael Alonzo
Investment adviser representative at Harbor Capital Advisors, Inc.
26 yearsExperience
1 stateRegistered in
$67.6BFirm assets
25 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- Harbor Capital Advisors, Inc.Jan 2023 to now
- Eagle Bay Family OfficeAug 2022 to Jan 2023
- Bouchey Financial Group, LtdAug 2021 to Aug 2022
- J.P MorganJan 2000 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
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
- 7288155
- Firm CRD
- 113042