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Brian Jennings Harmon

Advisor at Raymond James Financial — Vancouver, WA SE Tech Center Place

Updated today

Credentials

Series 63, Series 66

Experience

21 years

Location

Vancouver, WA 98683

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,485

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Brian Harmon is a financial advisor with Raymond James Financial in Vancouver, WA, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. He previously worked at Edward Jones for 19 years before joining Vista NW Wealth Management and Raymond James Financial Services, Inc. in 2024. Outside of advising, Harmon serves as CEO of GBGH WM, LLC, a financial services company, and is co-owner of Vista NW Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a specialized advisory affiliation.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Vancouver, WA SE Tech Center Place

1498 SE Tech Center Place, Suite 145

Vancouver WA 98683

Advisors at this office

2

Most active in

Texas · Washington

Work history

21 years of industry experience

Vista NW Wealth Management

2024 - Present • 2 years

Vancouver, WA

Raymond James Financial Services, Inc.

2024 - Present • 2 years

Vancouver, WA

Raymond James Financial Services Advisors, Inc.

2024 - Present • 2 years

Vancouver, WA

Edward Jones

2005 - 2024 • 19 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brayden D

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Brayden Disbrow is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA, holding a Series 65 designation. His work history includes roles at Momentous Wealth Management, and Harlow Wealth Management. Momentous Wealth Management serves individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm offers tailored investment advice using a range of securities and incorporates fundamental, technical, cyclical, and ESG analysis methods, with discretionary portfolio management subject to client restrictions.

Wealth management Income planning General estate planning guidance Business ownership considerations General retirement planning

Todd P

AAMS®

Vancouver, WA

Momentous Wealth Management, Inc.

Todd Pisarczyk is Founder, CEO, and Senior Financial Advisor at Momentous Wealth Management, an affiliated SEC-registered investment advisory firm. Todd brings more than 27 years of experience advising individuals and families on wealth management, financial planning, and long-term investment strategy. He began his career in 1999 at a national brokerage firm before founding Momentous Wealth Management in 2004 with the goal of providing comprehensive, fiduciary-based advice through a personalized and planning-focused approach. Under Todd’s leadership, Momentous Wealth Management has grown into an established independent advisory firm with more than $500 million in assets under management. In 2025 and 2026, Forbes recognized Todd as one of the Top Wealth Advisors in the State of Washington, and in 2024, 2025 and 2026, USA Today ranked Momentous Wealth Management among the Top 100 Registered Investment Advisors in the United States, reflecting the firm’s continued commitment to client service and long-term outcomes. Todd works closely with clients, attorneys, and other professional advisors to integrate investment management with broader estate and financial planning strategies. His experience building and leading a successful independent advisory firm provides a strong foundation for guiding the investment oversight and portfolio strategy supporting the trust company’s fiduciary services. Todd earned a Bachelor’s degree in Business Administration, magna cum laude, from Washington State University and holds the Accredited Asset Management Specialist℠ (AAMS®) designation.

Business ownership considerations General retirement planning Retirement income strategy General estate planning guidance Wealth management Self-Employed Attorney Executive Founder/Business Owner Public Service Employee Young Professionals Mid-Career Professionals

Aiden P

Series 65

Vancouver, WA

Momentous Wealth Management, Inc.

Aiden Pisarczyk is a financial advisor at Momentous Wealth Management, Inc. in Vancouver, WA. He holds a Series 65 credential and has been with the firm since 2020. Prior to his advisory role, his work experience includes positions in education and customer service. Momentous Wealth Management is a team-based registered investment adviser managing approximately $356 million for around 455 clients. The firm offers customized portfolio management and financial planning services, utilizing a mix of individual securities and third-party sub-advisers, with an investment approach that incorporates fundamental, technical, cyclical, and ESG analysis.

General retirement planning Retirement income strategy General tax planning Retired Self-Employed Technology Professional Young Professionals Career Changers Approaching retirement
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Suzanne H

CFP®, CFA®, Series 65

Portland, OR

Core Planning

Suzanne Highet is a financial advisor at Core Planning in Portland, OR, holding the CFP®, CFA®, and Series 65 credentials with 21 years of industry experience. Her prior roles include positions at The Stanich Group LLC, Highet Advisory LLC, and CTC Consulting, LLC. Outside of her advisory work, she operates Highet Advisory LLC, a business consulting service focused on supporting registered investment advisors with investment programs and portfolio management. Core Planning provides fee-based financial planning and wealth management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm customizes investment strategies based on client goals and risk tolerances, using a combination of in-house advice, third-party money managers, and model portfolios.

Early retirement planning RSUs / ISOs / NSOs Wealth management ESG / Sustainable investing Passive / index investing HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Women's Finance Approaching retirement LGBTQIA
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Jeremy W

CFP®, Series 65

Lake Oswego, OR

Davidson & Watson Financial

Jeremy Watson is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He has worked at Watson Financial, LLC since 2020 and previously at Tony H. Davidson Comprehensive Financial Management, LLC. Before entering financial services, he was affiliated with St. Andrew's Presbyterian Church for seven years. Davidson & Watson Financial offers financial planning and portfolio management for individuals, high-net-worth clients, and small businesses. The firm employs both fundamental and technical analysis, managing portfolios with mutual funds, equities, bonds, ETFs, REITs, and government securities.

General retirement planning Income planning Wealth management Founder/Business Owner
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Aaron N

Series 63, Series 65

Portland, OR

Shared Prosperity Group

Aaron Nielsen is a financial advisor at Shared Prosperity Group with 12 years of industry experience. His prior positions include roles at Fisher Investments, Empower Annuity Insurance Company of America, and Mariner Wealth Advisors. He holds Series 63 and Series 65 licenses. Shared Prosperity Group provides discretionary portfolio management and related education and planning services primarily to individual clients, with offerings tailored to client goals and risk tolerances. The firm integrates fundamental analysis and modern portfolio theory through a long-term trading approach across various asset classes and incorporates a formal charitable giving framework that dedicates a portion of revenue to U.S. nonprofits.

Charitable giving & philanthropy Wealth management
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