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Jeff Harris & Associates, Inc. (Harrisonburg)


Jeff Harris & Associates, Inc. is an adviser based in Harrisonburg. It manages $50.5 million of regulatory assets for 266 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of South Carolina and Virginia.

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Jeff Harris & Associates provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and nonsecurities related advise. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jeff Harris & Associates: assets under management

The assets under management (AUM) of Jeff Harris & Associates, Inc. is $50.5 million. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.75 million in discretionary accounts and $12.75 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $227.41 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $127.5 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jeff Harris & Associates, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Harrisonburg

The principal office where Jeff Harris & Associates, Inc. performs its advisory services is located at 410 Neff Ave., Suite 200, Harrisonburg, VA 22801 The mailing address of the firm is 1595 Trotter Place, York, SC 29745. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 540-574-2508 or by fax 540-433-3561. The normal business hours are 8:30 am to 5 pm & friday 8:30 am to 4pm on Monday - Friday. You can find more information about the New York firm at www.raymondjames.com/jharris/.


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