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RIA / WealthAdvisor26 years in industry

Jason Michael Alonzo

Advisor at HARBOR CAPITAL ADVISORS, INC.

Saratoga Springs, NY | CHICAGO, IL

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Search this name across graphsid dfx:ria:6ddfb512-216a-32e5-bad8-d7f8d3b97ec0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Sep 30, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HARBOR CAPITAL ADVISORS, INC.
Current firm class: asset managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Dec 1, 2021
First registration: Sep 30, 2020
Dual registered: no
Other names: Jason Alonzo
IAPD individual key: 7288155

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HARBOR CAPITAL ADVISORS, INC.	Asset manager	Feb 8, 2023	n/a	yes	CHICAGO, IL\|Saratoga Springs, NY	Current employment
EAGLE BAY FAMILY OFFICE	Independent wealth	Sep 9, 2022	Jan 17, 2023	no	Saratoga Springs, NY\|NEW YORK, NY	Previous registration
BOUCHEY FINANCIAL GROUP LTD	Independent wealth	Dec 2, 2021	Mar 15, 2022	no	Saratoga Springs, NY\|TROY, NY	Previous registration
J.P. MORGAN INVESTMENT MANAGEMENT INC.	Asset manager	Sep 30, 2020	Jun 5, 2024	no	New York, NY\|NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN INVESTMENT MANAGEMENT INC.	BOUCHEY FINANCIAL GROUP LTD	Jun 5, 2024	Dec 2, 2021	-916	Firm change after gap	Other
EAGLE BAY FAMILY OFFICE	HARBOR CAPITAL ADVISORS, INC.	Jan 17, 2023	Feb 8, 2023	22	Firm change	Other
BOUCHEY FINANCIAL GROUP LTD	EAGLE BAY FAMILY OFFICE	Mar 15, 2022	Sep 9, 2022	178	Firm change	RIA to RIA

Relationships

Registered with (4)

→ HARBOR CAPITAL ADVISORS, INC.Registered adviserregistration: current employment
Feb 8, 2023 to presentfactForm ADV
→ J.P. MORGAN INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Sep 30, 2020 to Jun 5, 2024factForm ADV
→ EAGLE BAY FAMILY OFFICERegistered adviserregistration: previous registration
Sep 9, 2022 to Jan 17, 2023factForm ADV
→ BOUCHEY FINANCIAL GROUP LTDRegistered adviserregistration: previous registration
Dec 2, 2021 to Mar 15, 2022factForm ADV

Dated events

Occurred
Jun 5, 2024
Advisor changed firm
Jason Michael Alonzo left J.P. Morgan Investment Management Inc. for Bouchey Financial Group Ltd (registered 2021-12-02)
Form ADVobserved 4 days ago
Occurred
Jan 17, 2023
Advisor changed firm
Jason Michael Alonzo left Eagle Bay Family Office for Harbor Capital Advisors, Inc. (registered 2023-02-08)
Form ADVobserved 4 days ago
Occurred
Mar 15, 2022
Advisor changed firm
Jason Michael Alonzo left Bouchey Financial Group Ltd for Eagle Bay Family Office (registered 2022-09-09)
Form ADVobserved 4 days ago