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HARRIS & ASSOCIATES FINANCIAL CONSULTING, LLC - Florida Company Profile

Company Details

Entity Name: HARRIS & ASSOCIATES FINANCIAL CONSULTING, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

HARRIS & ASSOCIATES FINANCIAL CONSULTING, LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 25 Jan 2021 (4 years ago)
Document Number: L21000045599
FEI/EIN Number 86-2048330

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 11111 San Jose Blvd Suite 56, #1333, JACKSONVILLE, FL, 32223, US
Mail Address: 11111 San Jose Blvd Suite 56, #1333, JACKSONVILLE, FL, 32223, US
ZIP code: 32223
County: Duval
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Harris Annette D Manager 11111 San Jose Blvd Suite 56, Jacksonville, FL, 32223
HARRIS ANNETTE D Agent 11111 San Jose Blvd Suite 56, Jacksonville, FL, 32223

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G21000024742 HARRIS FINANCIAL COACHING ACTIVE 2021-02-20 2026-12-31 - 11111 SAN JOSE BLVD SUITE 56, #1333, JACKSONVILLE, FL, 32223

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2024-01-06 11111 San Jose Blvd Suite 56, #1333, Jacksonville, FL 32223 -
CHANGE OF PRINCIPAL ADDRESS 2023-06-29 11111 San Jose Blvd Suite 56, #1333, JACKSONVILLE, FL 32223 -
CHANGE OF MAILING ADDRESS 2023-06-29 11111 San Jose Blvd Suite 56, #1333, JACKSONVILLE, FL 32223 -

Documents

Name Date
ANNUAL REPORT 2025-01-11
ANNUAL REPORT 2024-01-06
ANNUAL REPORT 2023-01-03
ANNUAL REPORT 2022-01-21
Florida Limited Liability 2021-01-25

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P2604424 HARRIS & ASSOCIATES FINANCIAL CONSULTING LLC - NQ5EEMEARAX7 8224 SIERRA OAKS BLVD, JACKSONVILLE, FL, 32219-3904
Capabilities Statement Link -
Phone Number 904-607-9827
Fax Number -
E-mail Address aharris@harriswealthcoach.com
WWW Page www.harriswealthcoach.com
E-Commerce Website -
Contact Person ANNETTE HARRIS
County Code (3 digit) 031
Congressional District 04
Metropolitan Statistical Area 3600
CAGE Code 8XLZ4
Year Established 2021
Accepts Government Credit Card Yes
Legal Structure LLC
Ownership and Self-Certifications Black American, Other Minority Owned, Self-Certified Small Disadvantaged Business, Service-Disabled Veteran, Veteran, Economically Disadvantaged Women-Owned Small Business, Women-Owned Small Business, Woman Owned
Business Development Servicing Office NORTH FLORIDA DISTRICT OFFICE (SBA office code 0491)
Capabilities Narrative (none given)
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords financial coaching, finance, personal finance, budgeting, financial assistance, saving, investing, student loan, financial independence, financial literacy, debt reduction, debt, financial counseling, financial consultant, wealth management, retirement planning, retirement, credit, financial goals, budget, wealth, money management, emergency fund, financial service
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified Yes
Women Owned Pending No
Economically Disadvantaged Women Owned Certified Yes
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified Yes
Service-Disabled Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certification Date 2021-04-27
Service-Disabled Veteran-Owned Small Business Certification Expiration Date 2026-04-27

Bonding Levels

Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes
Code 541618
NAICS Code's Description Other Management Consulting Services
Buy Green Yes
Code 611430
NAICS Code's Description Professional and Management Development Training
Buy Green Yes
Code 624190
NAICS Code's Description Other Individual and Family Services
Buy Green Yes
Code 812990
NAICS Code's Description All Other Personal Services
Buy Green Yes

Export Profile (Trade Mission Online)

Exporter Firm hasn't answered this question yet
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Date of last update: 03 May 2025

Sources: Florida Department of State