# Jake Harvard

> Jake Harvard is a fee-only financial advisor at Harvard Wealth Management in Saint Simons Island, Georgia, who holds the CFP and CPA credentials.

Page: https://find.wellspent.co/advisors/jake-harvard/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Harvard Wealth Management
- **Based in:** Saint Simons Island, Georgia
- **Credentials:** CFP, CPA

## Frequently asked questions

### Is Jake Harvard a fee-only financial advisor?

Yes. Jake Harvard is listed in the XY Planning Network directory (XYPN members are fee-only).

### Where is Jake Harvard based?

Jake Harvard is based in Saint Simons Island, Georgia.

### What credentials does Jake Harvard hold?

Jake Harvard holds the CFP and CPA credentials.

### How do I contact Jake Harvard?

Contact details aren't on file yet. Search for Harvard Wealth Management.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jake-harvard-38960): XYPN members are fee-only

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.