Jason Lee Moss

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

• 08/2013 → 10/2022
  Morgan Stanley
  Atlanta, GA
• 01/2015 → 10/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2022 → Present
  Truist Investment Services, Inc.
  Atlanta, GA
• 10/2022 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2013-09-03 → 2022-10-07
  Morgan Stanley
  Atlanta, GA
• 2004-12-17 → 2013-08-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
  Jacksonville, FL
  Atlanta, GA
  Atlanta, GA
  New York, NY
  Jacksonville, FL
  Jacksonville, FL
  New York, NY

Other Businesses

1. My Sugar Baby; Investment related Yes; Norcross, GA,; Selling clothes; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Feb 2019; During business hours: 0; After business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2004-12-16

Designations

• Certified Financial Planner