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

Jacob (Jake) Harper is a Director and Financial Advisor with Truist Wealth's Private Client Group, where he provides comprehensive planning and investment advisory services to business owners, executives, and high-net-worth families. With more than 25 years of experience in the investment industry, Jake is dedicated to helping clients navigate complex financial decisions and pursue their long-term goals.

Jake's responsibilities include constructing asset allocation models and developing customized investment strategies designed to align with each client's unique objectives, risk tolerance, and financial circumstances. He works closely with clients to create personalized wealth management plans that address investment management, retirement planning, business planning, estate considerations, and wealth transfer strategies. His thoughtful and disciplined approach is centered on delivering advice tailored to each client's individual needs.

A graduate of Baylor University, where he earned a Bachelor of Business Administration in Entrepreneurship, Jake brings both industry experience and a practical perspective to his client relationships. He believes successful financial planning begins with understanding what matters most to the families and individuals he serves. By taking the time to learn each client's goals, values, and priorities, he develops customized strategies designed to evolve alongside their changing needs.

Throughout his career, Jake has guided clients through a variety of market environments and life transitions. His commitment to proactive communication, personalized service, and long-term planning has enabled him to build lasting relationships founded on trust and mutual respect.

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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