Justin Harmon in

Justin Harmon

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Wealth Advisor at Truist
📍 New York, New York, United States

Justin Harmon is a Wealth Advisor at Truist, specializing in holistic financial planning for high-net-worth individuals. A Penn State Finance graduate, his career includes roles in private banking at JPMorgan Chase and operations management at Uber and Lyft, giving him a unique perspective on both finance and technology.

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Experience
14 Years
Current Role
Wealth Advisor
Location
New York, New York, United States
Personality Overview

How Justin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Justin cares about

Wealth Management
Serves as a Wealth Advisor at Truist, providing holistic financial planning, investment, and estate planning services to high-net-worth families.
Work-Life Balance
He deliberately left a prestigious analyst program to find a role with better work-life balance, indicating it's a personal priority.
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Career

Work history

1-2021
Wealth Advisor
Truist
1-2018 - 5-2020
Operations Lead
Lyft
5-2016 - 1-2018
Operations Manager
Xchange Leasing, an Uber company
7-2015 - 5-2016
VP Client Services
Auction House Portal, Inc.
7-2011 - 11-2014
Private Banking Analyst
JPMorgan Chase
In the press

Media appearances

Wealth Advisor Justin Harmon in New York, NY 10001 | Truist Bank. Featured in Truist Bank
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Education
2007 - 2011
Bachelor of Science (BS)
Penn State University
SEO Careers Program Class of 2010
SEO (Sponsors for Educational Opportunity)
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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