Broker Check

Jon Harrison

As a Financial Planner, Jon Harrison seeks to provide exceptional care and service as he helps his clients work towards their financial goals and objectives. Jon develops a comprehensive strategy, as he considers the very personal needs of each client’s specific situation. He helps them take control of their financial future by providing ongoing support and recommendations.

Jon’s experience combines education with practical experience. He earned a Bachelor of Science degree from Plymouth State University, where he majored in Business. In 2006, he advanced his educational credentials further by receiving his Certified Financial Planner™ designation through Merrimack College. Jon also currently holds his Registered Financial Consultant (RFC®) and Certified in Long-Term Care (CLTC) designations.

Jon began his financial services career with Prudential Financial Services and he has been in the financial planning industry for over 10 years. Throughout his career, he has developed a proven process for working with his clients and aiding in the development and implementation of a customized financial plan, which allows clients to work towards their goals. Once the plan is agreed on and put into action, he meets his clients to review their financial situations and to ensure the plan is working towards their expectations.

As a Financial Planner with Northeast Planning Associates, Inc., Jon has the ability to provide clients with access to stocks, bonds, mutual funds, managed money, wrap accounts, and other investment/insurance opportunities which will enable them to implement and fund their individual plan needs. His areas of expertise include investment management, retirement planning, estate planning, and insurance-need analysis.

In addition to working with his private sector clientele, Jon specializes in helping federal employee’s retire . He works closely with federal employees to help them understand the advantages that are unique to their government positions. He regularly holds Thrift Savings Plan seminars, along with seminars on other financial topics of public interest.

Jon holds the following securities registrations with LPL Financial: Series 6 (Variable Contracts Representative); Series 7 (General Securities Representative); Series 63 (Uniform Securities/Blue Sky Laws); Series 65 (Uniform Investor Advisor Law) and Life and Health Insurance.

Jon is a resident of Concord, New Hampshire. He is active in many outdoor activities and particularly enjoys hiking, golf, skiing, and wakeboarding.