Jessica M Huerta
Investment adviser representative at Harbour Investments, Inc.
23 yearsExperience
1 stateRegistered in
$9.6BFirm assets
39 yearsFirm in business
Are you Jessica M Huerta? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlySubscriptionFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Harbour Investments, Inc.Jun 2025 to now
- The Leist Group, LLCJul 2021 to now
- Wisconsin Preferred InsuranceFeb 2018 to now
- First Fidelity Home MortgageMay 2017 to now
- At&tJan 2003 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WI).
Harbour Investments, Inc.
$9.6BAssets managed
30,309Clients
242Advisers
39 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
- 7729324
- Firm CRD
- 19258