Jason Axel Mertz

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

• 10/2010 → 12/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
• 12/2017 → 02/2021
  Bb&T Securities
  Charlotte, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 03/2021 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC

Previous Registrations

• 2017-12-08 → 2021-03-02
  Bb&T Securities, Llc
  Charlotte, NC
  Richmond, VA
• 2009-10-23 → 2017-12-14
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2001-01-25 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Charlotte, NC
  Charlotte, NC

Exams

• S66 Uniform Combined State Law Examination
  2000-12-01
• S63 Uniform Securities Agent State Law Examination
  1999-02-24