Harbor Investment Advisory Welcomes Jack Blum as Financial Advisor

Baltimore, MD – Harbor Investment Advisory, LLC (“Harbor Advisory”) is pleased to announce the addition of Jack Blum, Vice President, Financial Advisor. Jack  joins Harbor Advisory with experience in wealth management, financial planning, investment consulting, banking, lending, and trust services.

“We are honored to welcome Jack to Harbor Advisory,” said Fred Hill, CEO and Managing Principal. “His wealth management experience, commitment to client service, and proven ability to build enduring relationships make him an excellent addition to our firm.”

“Jack joined Harbor Advisory to broaden and elevate the solutions he delivers to clients through an objective investment selection process across public and private markets supported by advanced reporting capabilities to enhance the client experience,” said Ellen M. Pierce, President and Managing Director. “His thoughtful approach to advice aligns closely with our culture of collaboration, integrity, and long-term client focus.”

As Vice President at Harbor Advisory, Jack will provide comprehensive wealth management guidance to individuals, families, and business owners. Jack simplifies complex financial and investment strategies, empowering clients to make confident, well-informed decisions.

Professional Background

Jack joins Harbor Advisory from J.P. Morgan Private Bank in Baltimore, where he served as a Financial Advisor, providing wealth planning, investment management, banking, lending, and trust services to successful business owners and families.

After Jack graduated from Loyola Blakefield High School, Jack attended Marquette University.  While there, he received a B.S. in Finance. He holds FINRA Series 7, 63, and 65 licenses, as well as a Maryland Insurance License.

About Harbor Advisory

Founded in 2009, Harbor Investment Advisory is a nationally recognized full-service private banking and wealth management firm serving high and ultra-high net worth private clients, family offices, non-profit organizations and corporate retirement plans. Visit www.HarborLLC.com for more information.

Contact Jack Blum:

Phone: (410) 659-8911

Email: jblum@harborllc.com