Jason Harken

Jason D. Harken, CFP®, CRC®
Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

1856 S Collegeville Rd

Collegeville, PA 19426

Jason.harken@truist.com

Phone 610-226-2725

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About me

Background

Jason D. Harken is a Financial Advisor with Truist Investment Services, Inc. He offers clients more than 23 years of financial services, retirement planning, and investment management experience. 

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

Education

Master of Business Administration St. Joseph’s University
Erivan K. Haub School of Business 2006
Bachelor of Science
Rutgers University 1993

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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