Owner And Financial Advisor
Upstream Planning
AeroLeads people directory · profile
Jonathan Harris Email & Phone Number
Owner and Financial Advisor
at
Upstream Planning
1 work email found
@myclearstrategy.com
1 phone found area 800
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Owner and Financial Advisor
Location
Brighton, Michigan, United States
Who is Jonathan Harris? Overview
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Quick answer
Jonathan Harris is listed as Owner and Financial Advisor at Upstream Planning, based in Brighton, Michigan, United States. AeroLeads shows a work email signal at myclearstrategy.com, phone signal with area code 800, and a matched LinkedIn profile for Jonathan Harris.
Jonathan Harris previously worked as CFO and Financial Advisor at Clear Strategy and CFO & Financial Advisor at Clear Strategy. Jonathan Harris holds Professional Sales Training from Sandler Sales Institute.
Company email context
Email format at Upstream Planning
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{first_initial}{last}@myclearstrategy.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jonathan Harris. Compare company email patterns before reaching out.
Profile bio
About Jonathan Harris
I am a Financial Advisor with Clear Strategy Financial. Clear Strategy Financial is located at 403 East Grand River Ave., Brighton, MI 48116, office number: 800.960.4560.Financial advisors exercise their knowledge of investments, tax laws and insurance in order to suggest financial alternatives to business firms and individuals that will coordinate with both their short term and long term financial goals. Various issues that that financial advisors assess are retirement and estate plans, college funding, risk management and other relevant investment options.First a financial advisor will consult with their client in order to acquire information pertaining to the client's current finances and their financial goals. Next the financial advisor develops an overall financial plan that determines the client's problem areas, makes suggestions for improvement and elects suitable investments. It is important for a financial advisor to meet with their personal clients once a year to discuss potential investment opportunities.For a list of important disclosures, please visit our website at www.mycsfinancial.com.
Listed skills include Insurance, Annuities, Long Term Care, Health Insurance, and 15 others.
Current workplace
Jonathan Harris's current company
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7 roles
Jonathan Harris work experience
A career timeline built from the work history available for this profile.
Cfo And Financial Advisor
Owner & Sales Representative
Estatecare
Oct 2009 - Feb 2012
Sales Representative
Nov 2007 - Sep 2009
Owner & Sales Representative
Estatecare
May 2004 - Oct 2007
Sales Rep/ Brokerage Rep
Feb 2001 - May 2004
1 education record
Jonathan Harris education
-
Sandler Sales Institute
FAQ
Frequently asked questions about Jonathan Harris
Quick answers generated from the profile data available on this page.
What company does Jonathan Harris work for?
Jonathan Harris works for Upstream Planning.
What is Jonathan Harris's role at Upstream Planning?
Jonathan Harris is listed as Owner and Financial Advisor at Upstream Planning.
What is Jonathan Harris's email address?
AeroLeads has found 1 work email signal at @myclearstrategy.com for Jonathan Harris at Upstream Planning.
What is Jonathan Harris's phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for Jonathan Harris at Upstream Planning.
Where is Jonathan Harris based?
Jonathan Harris is based in Brighton, Michigan, United States while working with Upstream Planning.
What companies has Jonathan Harris worked for?
Jonathan Harris has worked for Upstream Planning, Clear Strategy, Estatecare, Allstate Financial, and United Insurance Group.
How can I contact Jonathan Harris?
You can use AeroLeads to view verified contact signals for Jonathan Harris at Upstream Planning, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Harris attend?
Jonathan Harris holds Professional Sales Training from Sandler Sales Institute.
What skills is Jonathan Harris known for?
Jonathan Harris is listed with skills including Insurance, Annuities, Long Term Care, Health Insurance, Term Life Insurance, Medicare Supplements, Financial Services, and Investments.
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