Jason Howard Laing

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

• 01/2003 → Present
  Suntrust Investment Services, Inc.
  Ft Lauderdale, FL
• 08/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA

Previous Registrations

• 1998-02-10 → 2003-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Lauderdale, FL

Other Businesses

PHOENIX RISING AI POSITION: CONSULTANT NATURE: PHOENIX RISING AI IS DEVELOPING ARTIFICIAL INTELLIGENCE DIGITAL AGENTS FOR USE IN THE AUTOMOTIVE INDUSTRY. SPECIFICALLY, THEY ARE DEVELOPING THESE AGENTS TO GATHER, TRACK AND PROMOTE SALES LEADS TO AUTO DEALERSHIPS WHO WILL USE THEIR PROGRAM. IT IS SIMILAR TO A CRM SYSTEM FOR AUTO DEALERSHIPS. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2025 ADDRESS: WINTER HAVEN FL, United States DESCRIPTION: MY ROLE IS TO WORK WITH SALES TEAM AND GIVE ADVICE AND GUIDANCE AS NECESSARY.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-18
• S63 Uniform Securities Agent State Law Examination
  1994-08-18