Jacob Harper

Jacob Harper
Director Financial Advisor Private Client Group Truist Investment Services, Inc.

900 South Gay St

24th Floor,

Knoxville, TN 37902

jacob.harper@truist.com , opens in new tab

Phone 865-766-8657 , opens in new tab

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About me

Background

Jake offers a broad range of planning and advisory services to business owners, executives, and high net worth families.  Jake's responsibilities as a financial advisor include constructing asset allocation models and developing the appropriate blend of investments to help meet each client's needs. Jake brings over 25 years of experience in the investment industry.  

 Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck , opens in new tab

Education

Entrepreneurship, BBA
Baylor University 2000

Personal Interests

Jake is active in the community, serving on boards for the East Tennessee Historical Society and the East Tennessee Historical Society Foundation.  Jake enjoys traveling with his wife, Sarah, a professor at The University of Tennessee, and his two children.

Specialties

Locations

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900 South Gay St,

24th Floor, Knoxville, TN 37902

Office hours

Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed

Phone 865-766-8657, opens in new tab

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