Jason Blair Davis

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 09/2018
  Lpl Financial, Llc
  Ashland, KY
• 12/2014 → 09/2018
  Community Trust Bank
  Ashland, KY
• 09/2018 → 01/2021
  Bb&T
  Lexington, KY
• 09/2018 → 01/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2021 → Present
  Truist Investment Services
  Atlanta, GA
• 01/2021 → Present
  Suntrust Advisor Services, Inc
  Atlanta, GA

Previous Registrations

• 2018-09-18 → 2021-01-25
  Bb&T Securities, Llc
  Charlotte, NC
  Lexington, KY
• 2014-12-18 → 2018-09-27
  Lpl Financial Llc
  Alum Creek, WV
  Hamlin, WV
  Fort Gay, WV
  Summerville, WV
  Huntington, WV
  Ashland, KY
  Flemingsburg, KY
• 2013-10-25 → 2014-11-03
  Raymond James & Associates, Inc.
  Huntington, WV
• 2010-01-27 → 2012-05-15
  J.P. Morgan Securities Llc
  Huntington, WV
• 2006-10-12 → 2009-10-23
  Bb&T Investment Services, Inc.
  Huntington, WV
  Charlotte, NC
• 2001-01-25 → 2006-09-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ashland, KY
  Ashland, KY

Exams

• S66 Uniform Combined State Law Examination
  2001-01-25

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Jason B. Davis
• Jason Blair Davis
• Jason Davis