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Jason John Fishman

Truist Advisory Services, Inc.

Frisco, TX

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-24
  • TX RA
    APPROVED
    Since 2022-01-24

Branch Locations

5125 Preston Rd, Frisco, TX 75034 • 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
Jay Fish Enterprises New Hyde Park NY 01/2011 Present
Jp Morgan Securities Llc Plainview NY 10/2014 10/2021
Jp Morgan Chase Bank Plainview NY 10/2014 07/2019
Jpmorgan Chase Bank N.A Bethpage NY 07/2019 10/2021
Truist Investment Services, Inc. Plano TX 10/2021 Present
  • 01/2011 → Present
    Jay Fish Enterprises
    New Hyde Park, NY
  • 10/2014 → 10/2021
    Jp Morgan Securities Llc
    Plainview, NY
  • 10/2014 → 07/2019
    Jp Morgan Chase Bank
    Plainview, NY
  • 07/2019 → 10/2021
    Jpmorgan Chase Bank N.A
    Bethpage, NY
  • 10/2021 → Present
    Truist Investment Services, Inc.
    Plano, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-18
S63 Uniform Securities Agent State Law Examination 2014-12-08
  • S65 Uniform Investment Adviser Law Examination
    2022-01-18
  • S63 Uniform Securities Agent State Law Examination
    2014-12-08
Other Names
  • Jason Fishman
  • Jason J Fishman
  • Jason John Fishman

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RBC CAPITAL MARKETS, LLC
CG ADVISORY SERVICES
CLAIRALPHA ADVISORS LLC

Other Investors

Raymond Michiel McClure
VICTOR JAMES MCCLURE
Logan Mikel Wakumoto
STEVEN LEWIS RINGO
CHARLES GLEN DANIEL
DIOSELINA G RAMIREZ
RAOUL P SHROFF
CHRISTOPHER KEITH HUGGINS

Other Offices

BSIP SLP GP, LLC · FRISCO, TX
MCCLURE CAPITAL ADVISORS, INC. · FRISCO, TX
MAVERICK TECH FUND MANAGER · FRISCO, TX
WAYMAKER PARTNERS, LLC · FRISCO, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRISCO, TX
RBC CAPITAL MARKETS, LLC · Frisco, TX
CG ADVISORY SERVICES · Frisco, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FRISCO, TX

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