Jacob Harper is a registered investment advisor, based in Knoxville, TN, with 22 years of industry experience.
Location
900 S Gay St, Knoxville, TN, 37902
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
June 2012 - January 2018 · 5 yrs 7 mos
Bb&t Investment Services, INC.Broker
May 2012 - January 2018 · 5 yrs 8 mos
Suntrust Investment Services, INC.
January 2006 - June 2009 · 3 yrs 5 mos
Suntrust Investment Services, INC.Broker
August 2003 - June 2009 · 5 yrs 10 mos
Putnam Retail Management Limited PartnershipBroker
January 2001 - June 2003 · 2 yrs 5 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.