Jake King

Jake joined Harvest Rock Advisors in the spring of 2024. He provides financial planning, portfolio trading, and investment management support to Harvest Rock clients, in addition to an array of client service responsibilities.

With a diverse professional background in wealth management, capital markets, digital marketing, and entrepreneurship, Jake brings a unique skillset, experience, and insights to our growing practice.  

“I think financial planning is best described as the alignment of one’s resources with their goals and values.  From taxes to investments and even career decisions, I enjoy helping people better understand complex topics and feel more confident in the financial decisions that will affect them for years to come.”

Jake is a candidate for CFP^® certification and previously served as a paraplanner, small business owner, and
Editor-in-Chief for a healthcare-focused investment research service. He holds the Series 65, Series 7, and Series 63 licenses. He graduated with a B.A. in English and Literature from Eastern Mennonite University in 2009.

Jake lives in Lancaster County with his wife Carrie, two children, one dog, and one cat. When he's not at youth sporting events, he enjoys running and cycling.