Jason Dennis Harken

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

• 10/2008 → 05/2023
  Cco Investment Services Corp
  Norristown, PA
• 05/2023 → 01/2025
  Truist Investment Services, Inc
  Collegeville, PA
• 05/2023 → Present
  Truist Advisory Services, Inc
  Collegeville, PA
• 01/2025 → Present
  Truist Investment Services, Inc
  Collegeville, PA

Previous Registrations

• 2009-01-29 → 2023-05-19
  Citizens Securities, Inc.
  Norristown, PA
  Limerick, PA
  Collegeville, PA
  Limerick, PA
  Trappe, PA
  Limerick, PA
  Plymouth Meeting, PA
  Conshohocken, PA

Other Businesses

ST. JOSEPH'S UNIVERSITY POSITION: Part Time Assistant Tennis Coach NATURE: Part Time Assistant Tennis Coach responsible for assisting head coach and assistant coach with occasional participation at practice and team matches. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2024 ADDRESS: Philadelphia PA, United States DESCRIPTION: Occasional attendance at practices and team matches to assist Head Coach and Assistant Coach with coaching duties.

Exams

• S66 Uniform Combined State Law Examination
  2016-12-20
• S63 Uniform Securities Agent State Law Examination
  1999-10-06

Designations

• Certified Financial Planner