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Jason Michael Walters

Cary Street Partners

Tampa, FL

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Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-06-20
NC RA APPROVED 2024-06-14
FL RA APPROVED 2024-06-12
TX RA APPROVED_RES 2024-06-10
  • VA RA
    APPROVED
    Since 2024-06-20
  • NC RA
    APPROVED
    Since 2024-06-14
  • FL RA
    APPROVED
    Since 2024-06-12
  • TX RA
    APPROVED_RES
    Since 2024-06-10

Branch Locations

2502 N. Rocky Point Drive Suite 180, Tampa, FL 33607 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Bank Clearwater FL 07/2016 01/2019
Bb&T Investment Services, Inc. Charlotte NC 07/2016 02/2021
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Bb&T Clearwater FL 01/2019 02/2021
Truist Investment Services, Inc. Atlanta GA 02/2021 06/2024
Truist Advisory Services, Inc. Atlanta GA 02/2021 06/2024
Cary Street Partners Llc Tampa FL 06/2024 Present
Cary Street Partners Investment Advisory Llc Tampa FL 06/2024 Present
  • 07/2016 → 01/2019
    Bb&T Bank
    Clearwater, FL
  • 07/2016 → 02/2021
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 01/2019 → 02/2021
    Bb&T
    Clearwater, FL
  • 02/2021 → 06/2024
    Truist Investment Services, Inc.
    Atlanta, GA
  • 02/2021 → 06/2024
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 06/2024 → Present
    Cary Street Partners Llc
    Tampa, FL
  • 06/2024 → Present
    Cary Street Partners Investment Advisory Llc
    Tampa, FL
Previous Registrations
  • 2021-02-17 → 2024-07-02
    Truist Advisory Services, Inc.
    Clearwter, FL
    Tampa, FL
    Tampa, FL
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Clearwater, FL
    Richmond, VA
  • 2013-12-19 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Lynchburg, VA
    Lynchburg, VA
    Huntington, WV
    Brookneal, VA
    Clearwater, FL
    Virginia Beach, VA
  • 2009-05-20 → 2010-04-13
    Wells Fargo Clearing Services, Llc
    Lynchburg, VA
    Amherst, VA
    Roanoke, VA
    Lynchburg, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-18
S63 Uniform Securities Agent State Law Examination 2008-01-18
  • S66 Uniform Combined State Law Examination
    2013-12-18
  • S63 Uniform Securities Agent State Law Examination
    2008-01-18
Other Names
  • Jason Walters

View on SEC IAPD

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