Jason Taylor Gay

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:

Current Employers

Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-12-07
GA	RA	APPROVED	2021-09-09

TX RA
APPROVED

Since 2021-12-07
GA RA
APPROVED

Since 2021-09-09

Branch Locations

455 Jesse Jewell Parkway, Gainesville, GA 30501 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Atlanta	GA	01/2014	Present
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	Present
Truist Investment Services, Inc.	Gainesville	GA	09/2021	Present
Truist Advisory Services, Inc.	Gainesville	GA	09/2021	Present

01/2014 → Present

Morgan Stanley

Atlanta, GA
01/2015 → Present

Morgan Stanley Private Bank, National Association

New York, NY
09/2021 → Present

Truist Investment Services, Inc.

Gainesville, GA
09/2021 → Present

Truist Advisory Services, Inc.

Gainesville, GA

Previous Registrations

2014-01-13 → 2021-09-22

Morgan Stanley

Atlanta, GA
2010-04-15 → 2014-01-07

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Atlanta, GA

Atlanta, GA

New York, NY

Other Businesses

MODERN 12 CUSTOMS LLC POSITION: Sole Member NATURE: Collector Car / Restoration / Holding Company INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: Gainesville GA, United States DESCRIPTION: Company was created as a holding company for collector cars / restoration.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-04-10
S63	Uniform Securities Agent State Law Examination	2002-11-22

S65 Uniform Investment Adviser Law Examination

2010-04-10
S63 Uniform Securities Agent State Law Examination

2002-11-22

Other Names

Jason T Gay
Jason Taylor Gay
Jason Taylor Galen

View on SEC IAPD