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Jason Harris | Financial Advisor

Profile img for Jason Harris, financial advisor at Wells Fargo Advisors Financial Network, LLC
New York, NY
Jason Harris
Financial Advisor
Vice President at
Wells Fargo Advisors Financial Network, LLC

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Important Disclosures

Allow Me to Introduce Myself
Jason Harris is a Vice President at Center Street Capital Advisors. Prior to joining Center Street, he spent 20 years in the financial markets as an investor and advisor for some of the world’s leading financial institutions and asset managers. Jason brings sound advice and planning necessary for delivering consistent risk-adjusted returns for his clients. Jason’s extensive experience working in the Alternative Asset Management industry provides his clients with a differentiated perspective on wealth planning and investing. Jason began his career investing across various asset classes in debt and equity instruments at global asset management firms and investment banks. Having successfully managed money on an institutional basis, Jason decided to bring his expertise to help individuals navigate their financial futures. Jason received a B.A. in Economics from the University of Michigan. He currently resides in Bergen County, NJ with his wife Melissa, their three children Harley, Jasper and Esti, and their yellow lab Lola. Fun Fact: Jason lived and worked in London for 5 years. He is an avid skier, having traveled to many amazing locales across North America and Europe. One of his favorite destinations is Courmayeur, Italy. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Center Street Capital Advisors is a separate entity from WFAFN.
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Specialties and Expertise

7
Tax Minimization Investment Strategies
High Net Worth Planning
Portfolio Construction
Cash Flow Analysis
Ultra High Net Worth Planning
Business Ownership Strategies
College Planning

Clientele

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High Net Worth Individuals
Software Engineers
Tech Employees
Dentists
Doctors
Business Owners
Corporate Executives
Entrepreneurs

Education

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University of MichiganBachelor of ArtsYear Obtained: 2003

Job History

3
Deutsche Bank Securities Inc. Director - Distressed Debt Trading / Distressed Products Group2020-2022
HSBC Securities USA Inc.Director - Distressed Credit / Special Situations Trading2018-2020
MAN GLG Select OpportunitiesHead Trader2015-2018
Quick Facts About Jason
Years of Experience:22 yearsMember since:2025Average Account Size:$3,000,000Number of clients:325

Services Provided

How I help my clients

Investment Management

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Investment Planning

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Retirement Planning

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Estate Planning Strategies

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Pricing Models

Fees and Commissions Information

Proof of License

BrokerCheck
SEC Profile
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New York, NY
Jason Harris
Financial Advisor
Vice President at
Wells Fargo Advisors Financial Network, LLC
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Advisor Disclosure
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Member FINRA/SIPC.
Investment and Insurance Products are:
  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile last updated: 09-27-2025