Jake Harvard
Harvard Wealth Management · Saint Simons Island, Georgia
Jake Harvard is a fee-only financial advisor at Harvard Wealth Management in Saint Simons Island, Georgia, who holds the CFP and CPA credentials.
Request an introduction to Jake →
Facts
| Firm | Harvard Wealth Management |
|---|---|
| Based in | Saint Simons Island, Georgia |
| Credentials | CFP · CPA |
Request an introduction to Jake
Tell Jake a little about what you're looking for. Jake isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jake
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.