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

Phone 865-766-8657

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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

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

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

  • 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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Top-notch service delivery and support for the private banking needs of business-owners

  • 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

Locations

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