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Janet C. Marquardt

CFP®, CRPC®

Associate Vice President, Senior Client Relationship Manager

Contact Me
Call: 410-659-8927
Janet Marquardt has assisted clients with financial planning, performance reporting, and daily administrative needs since 1990. Before joining Harbor Investment Advisory, she helped clients create personalized retirement plans at Raymond James and managed the support staff for a financial consulting group at Smith Barney serving pensions, family foundations and individuals. Janet lives in Baltimore with her son and enjoys cooking and community gardening.
Education and Licenses:
Cairn University, B.S., Education
Series 7 – General Securities License
Series 63 – Uniform Securities Agent License
Series 65 – Uniform Investment Adviser License
CRPC® – Chartered Retirement Planning Counselor
CFP® – Certified Financial Planner
Private Wealth AdvisoryFamily Office AdvisoryRetirement Plan Consulting

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Harbor Investment Advisory, LLC is dually registered with the Securities and Exchange Commission ("SEC") as both a broker-dealer and an investment adviser and is a member of the Financial Industry Regulatory Authority ("FINRA") and the Securities Investor Protection Corporation ("SIPC"). These registrations and memberships in no way imply that the SEC has endorsed the entities, products or services discussed herein. Harbor Advisory is the marketing name of Harbor Investment Advisory, LLC. Investing involves risk, including risk of loss.

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