Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Travis Harper is an Investment Advisor Representative with Truist Advisory Services, Inc., based in Knoxville, TN. Jacob has been in the financial services industry since 2004. He holds Series 6, 7, 24, 63, and 65 licenses. Jacob specializes in financial planning, portfolio management for individuals and businesses, and wrap fee products. He has worked previously with BB&T Securities, LLC, BB&T Investment Services, Inc., and SunTrust Investment Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TN
05/02/2024 - Present
Truist Advisory Services, Inc. (KNOXVILLE TN)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TN
05/15/2012 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (KNOXVILLE TN)
GA
08/04/2003 - 06/11/2009
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
MA
01/17/2001 - 06/23/2003
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 06/02/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/16/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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