J. David Harper Jr., ChFC in

J. David Harper Jr., ChFC

Researcher · DISC type Cs
Vistage Speaker at Vistage Worldwide, Inc.
📍 Atlanta, Georgia, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
47 Years
Current Role
Vistage Speaker
Job Level
Leadership
Location
Atlanta, Georgia, United States
Personality Overview

How J. shows up

Perfectionist
Soft Communicator
ROI Seeker

They tend to have clarity about their needs and constraints, and are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics J. cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2020
Vistage Speaker
Vistage Worldwide, Inc.
1-2011
CEO
Legacy Advisory Partners
1-2004 - 12-2010
President & CEO
Retirement Capital Group, SE
3-2000 - 1-2004
President & CEO
ERI Advisors, LLC
1978 - 2000
Registered Representative
Principal Financial Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1971 - 1975
Bachelor of Arts (B.A.)
Davidson College
Education details unavailable
Bryn Mawr College
English (M.A. program)
Furman University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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