Danny Jess Harlow

Harlow Wealth Management, INC.

46 Years of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Harlow Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

673 clients

Average Client Portfolio

$557K average

Assets Under Management

$374.8M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

400 East Mill Plain Blvd., Suite 200, Vancouver, WA, 98660

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

July 2011

Final

Customer Dispute

June 2008

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Danny is involved with Harlow Insurance Agency since October 2024, working in insurance.

Employment History

Current Registrations

Harlow Wealth Management, INC.

February 2009 - Present · 17 yrs

Previous Registrations

Brokers International Financial Services, LLC

August 2007 - February 2009 · 1 yr 6 mos

Brokers International Financial Services, LLC.Broker

January 2007 - February 2009 · 2 yrs 1 mo

American General Securities IncorporatedBroker

October 2002 - December 2006 · 4 yrs 2 mos

American General Securities Incorporated

February 2002 - December 2006 · 4 yrs 10 mos

Franklin Financial Services CorporationBroker

April 1979 - October 2002 · 23 yrs 6 mos

State Registrations5 states

AZCAORTXWA

Advisor

Exams

No exam information available for this advisor.