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Harmon Financial Advisors
Harmon Financial Advisors is an independent, well-established wealth management and fee-based financial planning firm. After more than 40 years in financial...
Overview
Harmon Financial Advisors is an independent, well-established wealth management and fee-based financial planning firm. After more than 40 years in financial planning, it helps clients achieve lifelong dreams and goals through personal relationships and tailored wealth management plans. The firm creates special-purpose portfolios for goals such as retirement, education, and estate transfer, and is registered as an investment adviser independent of Raymond James.
General information
Firm type
RIA
Year founded
1996
Location
City
Atlanta
Principals
Jack C. Harmon
Financial Advisor Emeritus
Bradley O. Harmon
WMS, Registered Principal at RJFS, Principal Owner at HFA
Jack C. Harmon II
CIMA, CERTIFIED FINANCIAL PLANNER®, Registered Principal at RJFS, Principal Owner at HFA
Gina Bachism
Registered Principal
Kimberly Lazenby-Harmon
Operations Director, Harmon Financial Advisors, Inc.
Ron Miles
Registered Representative, RJFS; Relationship Support Associate, Harmon Financial Advisors, Inc.
Jessica Hernandez
Registered Representative, RJFS; Lead Advisor, Harmon Financial Advisors
Sibonée Pease
Registered Representative, RJFS; Lead Advisor, Harmon Financial Advisors; CERTIFIED FINANCIAL PLANNER®
Ashley Swan
Administrative Assistant
Nicholas Lazenby
Registered Representative, RJFS; Lead Advisor, Harmon Financial Advisors
Jack C. Harmon II
CFP®, CIMA, Principal, Harmon Financial Advisors
Frequently asked questions
Who runs investment decisions at Harmon Financial Advisors?
No named investment decision-maker has been identified in public records as of mid-2026. The firm does not maintain a public-facing website, has no LinkedIn profile, and does not appear in SEC filings listing key personnel.
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