Jason Scott Sykes

Current Employers

Employment History

• 09/2011 → Present
  Suntrust Investment Services, Inc
  Atlanta, GA
• 09/2011 → Present
  Suntrust Bank
  Charlotte, NC
• 09/2016 → Present
  Suntrust Advisory Services, Inc
  Atlanta, GA

Previous Registrations

• 2004-03-23 → 2004-06-01
  Bb&T Investment Services, Inc.
  Charlotte, NC

Other Businesses

AG UNLIMITED LLC POSITION: Manager NATURE: AG Unlimited LLC is an investment vehicle set up by my father-in-law. The LLC invests in international agricultural projects. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/30/2019 ADDRESS: Vero Beach FL, United States DESCRIPTION: Making investment decisions regarding the purchase/sale of farming interests. CAMPBELL UNIV TRUST EDUCATION FOUNDATION POSITION: Board member NATURE: The Mission of the Foundation includes Enhancing the name awareness of Campbell University's Trust program. The annual sponsorship of the Trust Advisors Forum, The Southeastern Trust School, The Kenelm Foundation-Campbell University Tax Update and other events. Supporting the placement of Campbell University graduates (permanent and internships) within the industry. Support the effort of Campbell University to recruit students for the Trust program. Solicit financial support for the Foundation from the industry to support the above mission INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: Buies Creek NC, United States DESCRIPTION: Participate in the annual board meeting, assist in placement of interns and graduates within the industry, support the mission of the foundation as outlined above. CAMPBELL UNIVERSITY TRUST EDUCATION FOUNDATION POSITION: Board of Directors NATURE: The Mission of the Foundation includes Enhancing the name awareness of Campbell University's Trust program. Provide undergraduate trust and investment management scholarships which are used to aid students with high academic achievement and financial need. Assist Campbell University with reviews of undergraduate and graduate level curriculum to ensure it meets the needs of the trust and investment industry. The annual sponsorship of the Trust Advisors Forum, The Southeastern Trust School, The Kenelm Foundation Campbell University Tax Update and other events. Supporting the placement of Campbell University graduates (permanent and internships) within the industry. Support the effort of Campbell University to recruit students for the Trust program. Solicit financial support for the Foundation from the industry to support the above mission INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/02/2018 ADDRESS: Buies Creek NC, United States DESCRIPTION: Participate in quarterly board meetings, vote on motions brought before the board, assist in placement of interns and graduates, support the mission of the foundation as outlined above. TEMASSEE FOUNDATION POSITION: Board Director NATURE: The foundation exists to support the fundraising initiatives of the Temassee DAR School. The school provides residential recovery services for mothers with children, and supportive educational services to infants to elementary school. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2026 ADDRESS: Temassee SC, United States DESCRIPTION: Treasurer shall monitor the corporation bank and investment accounts and give a financial report at meetings. CAMPBELL UNIVERSITY POSITION: Professor NATURE: University INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2026 ADDRESS: Buies Creek NC, United States DESCRIPTION: Teaching a class at a summer school for trust professionals. The class would be on sales and relationship management.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-18
• S65 Uniform Investment Adviser Law Examination
  2000-06-21
• S63 Uniform Securities Agent State Law Examination
  2000-05-23

Designations

Other Names

• Jason S Sykes