Jason Marshall Morris

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

• 01/2009 → 01/2019
  Bb&T Bank
  Winton-Salem, NC
• 04/2009 → 01/2018
  Bb&T Investments
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → Present
  Truist Bank
  Washington, DC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Washington, DC
• 03/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-03-02
  Bb&T Securities, Llc
  Washington, DC
  Charlotte, NC
  Richmond, VA
  Washington, DC
• 2009-08-03 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Washington, DC

Other Businesses

MANHATTAN LAUNDRY DC LLC POSITION: Class B Investor NATURE: Owner/Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2017 ADDRESS: Manhattan Laundry DC LLC, c/o Tin Shop, 1240 9th Street NW DC 20001, United States DESCRIPTION: Restaurant/Bar business. 5,649 square foot beerhall located at the intersection of 14th St., NW and Florida Ave, NW in Washington, DC. will serve a selection of alcoholic beverages and food items.

Exams

• S66 Uniform Combined State Law Examination
  2009-06-11

Other Names

• Jason Morris