Client Resources


Raymond James Investor Access: allows clients to log-in to a secure portal and view account information, account statements, and performance information.


To log-in to your Investor Access page, click HERE


For a demo of Investor Access (available as a PDF or in video format) click HERE


To request an Investor Access login and password, please call the office and speak with Jean or Jordan.



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410 Neff Avenue

Suite 200

Harrisonburg, VA  22801 


Office: 540-574-2508

Toll-Free: 800-296-2680

Fax: 540-433-3561

Securities offered through Harbor Financial Services, LLC Member FINRA/SIPC Advisory services offered through Jeff Harris & Assoc. RIA, a registered Investment advisor. Harbor Financial Services LLC, Jeff Harris & Assoc. RIA, and Cornerstone Insurance Solutions are not affiliated. Harbor Financial Services LLC and Jeff Harris & Assoc. RIA are not affiliated. Harbor Financial Services LLC and Jeff Harris & Assoc. RIA do not offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation.