Jon Harrison has been an investment adviser representative at Northeast Planning Associates since January 2006, and is not listed among the firm’s executive officers or direct owners. Jon Harrison holds a Bachelor of Science in Business from Plymouth State University.
Northeast Planning Associates, Inc. is a Bedford, NH firm with $414M under management, 959 clients and 69 advisers across 36 offices, as of its May 2026 filing.
Jon Harrison is a Financial Planner with Northeast Planning Associates, Inc., based in Bedford, NH. He began his financial services career with Prudential Financial Services and has been in the financial planning industry for more than 25 years. He specializes in helping federal employees retire and regularly holds Thrift Savings Plan seminars.
Jon Harrison’s longest registration is the current one, 20 years at Northeast Planning Associates since 2006. Before joining Northeast Planning Associates in 2006, Jon Harrison was registered through Prudential Financial Planning Services.
- LPL Financial LLCAlso current– present · 19 yearsAdviser representative and broker · Firm CRD 6413
- – present · 20 yearsBedford, NH · Adviser representative · Firm CRD 131406
- Prudential Financial Planning Services– · 4 yearsBedford, NH · Adviser representative · Firm CRD 5685
Professional designations
Listed by Northeast Planning Associates
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jon Harrison is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2006; the most recent is Texas, in April 2021.
- New HampshireSince 11 January 2006
- TexasResidentSince 13 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 17 January 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 1 March 2001 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 4 September 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 September 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jon Phillip Harrison
- CRD
- 3109539
- Firm
- Northeast Planning Associates · CRD 131406
- Office
- 43 CONSTITUTION DRIVE, Bedford, NH 03110
- Registration
- Investment adviser and broker registrations
- In the industry since
- September 1998
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- jonpharrison.com
Where does Jon Harrison work?
Jon Harrison is an investment adviser representative registered through Northeast Planning Associates, Inc. since January 2006, and is not listed among the firm’s executive officers or direct owners.
Is Jon Harrison a financial advisor?
Yes. Jon Harrison has a current investment-adviser registration in New Hampshire and Texas, through Northeast Planning Associates since January 2006.
How many years of experience does Jon Harrison have?
Jon Harrison has 28 years in the financial industry, since September 1998, across 3 adviser firms.
What exams has Jon Harrison passed?
Jon Harrison has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in September 1998. FINRA credited Jon Harrison with the SIE, which began in October 2018.
Where did Jon Harrison work before Northeast Planning Associates?
Before Northeast Planning Associates, Jon Harrison was registered through Prudential Financial Planning Services, May 2001 to December 2005.
Where is Jon Harrison based?
Jon Harrison’s registered office is in Bedford, NH.
Is Jon Harrison registered with FINRA?
Yes. Jon Harrison has a current broker registration, under CRD 3109539.
Source: FINRA BrokerCheck
Is Jon Harrison a CFP?
Northeast Planning Associates lists Jon Harrison with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jon Harrison’s record?
Search CRD 3109539 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jon Harrison’s full registration record.
