Jack Lawrence Blum
Investment adviser representative at Harbor Investment Advisory, LLC
10 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
10 years in the industry.
- Harbor Investment Advisory, LLCSep 2026 to now
- J.P. Morgan Securities LLCJul 2021 to now
- JPMorgan Chase Bank, N.A.Jul 2021 to now
- UnemployedJun 2021 to Jun 2021
- JPMorgan ChaseJun 2020 to Aug 2020
- Marquette UniversityAug 2017 to May 2021
- Kelseys Restaurant IncApr 2016 to Aug 2019
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
- 7406853
- Firm CRD
- 151085