Jason Robert Duley

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

• 09/2015 → 02/2022
  Citigroup
  Chicago, IL
• 02/2022 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 03/2022 → 07/2024
  Bank Of America, N.A.
  Chicago, IL
• 07/2024 → Present
  Truist Investment Services, Inc
  Orlando, FL

Previous Registrations

• 2022-02-25 → 2024-07-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 2015-12-02 → 2022-03-16
  Citigroup Global Markets Inc.
  Chicago, IL
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2015-11-30
• S63 Uniform Securities Agent State Law Examination
  2010-06-07

Other Names

• Jason R Duley