Updated:Aug 11, 2026

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...

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 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.

Website

harmonfinancial.com

linkedin.com/company/harmon-financial-advisors-inc

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

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.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Aug 11, 2026. Continuous refresh with full update cycles at least every 30 days.