Jake Harper's Location
Knoxville, TN, US
Jake Harper's Work
- Senior Vice President, Wealth Advisor @ Truist Wealth
- Assistant Vice President @ The Trust Company - Knoxville | Chattanooga | Tri-Cities
- Vice President @ Truist Wealth
- Internal Sales Manager @ Truist Wealth
- Internal Wholesaler @ Putnam Investments
Jake Harper's Education
- Baylor University
Bachelor of Business Administration (Entrepreneurship)
1996 - 2000
Jake Harper's Skills
- Investment Management
- Investments
- Retirement
- Loans
- Portfolio Management
- Series 63
- Asset Allocation
- Series 7
- 401k
- Retirement Planning
Jake Harper's Summary
Jake Harper, based in Knoxville, TN, US, is currently a Senior Vice President, Wealth Advisor at Truist Wealth, bringing experience from previous roles at The Trust Company - Trust for Generations, Truist Wealth and Putnam Investments. Jake Harper holds a 1996 - 2000 Bachelor of Business Administration in Entrepreneurship @ Baylor University. With a robust skill set that includes Investment Management, Investments, Retirement, Loans, Portfolio Management and more, Jake Harper contributes valuable insights to the industry. Jake Harper has 2 emails on RocketReach.
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