Jason Bradley Moretz

Current Employers

Employment History

• 06/2016 → 09/2016
  Unemployed
  Roanoke, VA
• 09/2016 → 03/2017
  Total Action For Progress
  Roanoke, VA
• 04/2017 → 04/2022
  Bb&T Investments
  Charlotte, NC
• 04/2017 → 01/2019
  Bb&T Bank
  Roanoke, VA
• 01/2018 → 04/2022
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → 04/2022
  Bb&T
  Roanoke, VA
• 02/2021 → 04/2022
  Truist Investment Services, Inc.
  Roanoke, VA
• 03/2021 → 04/2022
  Truist Advisory Services, Inc.
  Atlanta, GA
• 05/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roanoke, VA
• 05/2022 → Present
  Bank Of America, N.A
  Roanoke, VA

Previous Registrations

• 2021-03-02 → 2022-03-15
  Truist Advisory Services, Inc.
  Atlanta, GA
  Roanoke, VA
• 2018-01-02 → 2021-03-02
  Bb&T Securities, Llc
  Roanoke, VA
  Roanoke, VA
  Charlotte, NC
  Roanoke, VA
  Richmond, VA
• 2017-06-19 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Roanoke, VA
• 2014-01-21 → 2014-01-27
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 2011-11-10 → 2014-01-21
  Cetera Investment Services Llc
  Roanoke, VA
• 2007-11-29 → 2011-11-10
  Uvest Financial Services Group, Inc.
  Charlotte, NC
  Roanoke, VA
• 2005-06-09 → 2007-10-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roanoke, VA
  Roanoke, VA

Other Businesses

I*904254 For profit or not for profit: Entity Charitable Name of outside business organization: Roanoke County Public Schools Education Foundation Investment related: N Address of business: Roanoke, Virginia, 24019 Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 7/21/2022 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: Duties: Board members review scholarship application, teacher grant requests, and teacher of the year nominees.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-16

Other Names

• Jason B Moretz