John J. Harris

John is a Portfolio Manager at First National Bank Wealth Management. His primary responsibilities include managing the Multi-Cap Equity Strategy, as well as managing institutional and individual client investment portfolios.

Credentials

John joined First National Bank in 2007 and started his investment career in 1994. His experience includes fixed income, all domestic equity investment sizes and styles, and mutual fund portfolio management. He earned his MBA from the University of Wisconsin and holds the Chartered Financial Analyst® designation. He is also an active member of the CFA Institute and the CFA Society of Colorado.

Passions

When not analyzing stocks and portfolios, John enjoys cooking, running, hiking, cycling, tinkering with computer automation, watching movies, and an occasional woodworking project.

John stays active in the community and supports the Catholic Church through its many social outreach services.

"There is a great sense of pride and accomplishment in helping clients solve financial challenges."

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

“FNBO Wealth” is a brand name that refers to First National Bank of Omaha (“FNBO”) and certain of its affiliates and subsidiaries that provide or make available trust, investment, securities brokerage, investment advisory, banking, and related services.

Trust and related services are provided by FNBO, a national bank with trust powers.

Certain trust and related services are also provided by FNN Trust Company, a South Dakota state-chartered trust company and wholly-owned subsidiary of FNBO.  FNN Trust Company does not offer depository, lending, or other banking products, and is not FDIC insured.

“First Investments & Planning” refers to a division of FNBO that makes available third-party brokerage and investment advisory products and related services on bank premises.  Brokerage services are offered through Raymond James Financial Services, Inc. (“RJFS”), a registered broker-dealer.  Member FINRA/SIPC.  Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. (“RJFSA”), a registered investment adviser.  Insurance products are offered through RJFS, Raymond James Insurance Group, Inc. (“RJIG”), and their affiliates.  Registered representatives of RJFS and investment adviser representatives of RJFSA offer products and services using the name First Investments & Planning and may also be employees of FNBO.  These products and services are being offered through RJFS, RJFSA, RJIG, or their affiliates, which are separate entities from, and not affiliated with, FNBO or any of its subsidiaries or affiliates.  FNBO is not registered as a broker-dealer or investment adviser.

Certain investment advisory services are provided by First National Advisers, LLC (“FNA”), with certain services provided through FNA doing business as Private Wealth Reserve, an SEC-registered investment adviser and wholly-owned subsidiary of FNBO.  FNBO is not a registered investment adviser.

Deposit products, such as checking, savings, and money market accounts, and lending, credit, and related products are offered by FNBO.  Member FDIC.  Equal Housing Lender.

Only deposit products are FDIC insured.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, FNBO OR ANY OF ITS SUBSIDIARIES OR AFFILIATES • MAY LOSE VALUE


FNBO, its affiliates, and subsidiaries do not provide legal or tax advice.