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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:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-06
  • PA RA
    APPROVED
    Since 2025-11-06

Branch Locations

8000 Midlantic Dr Ste 110S, Mount Laurel, NJ 08054 • 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
J.P. Morgan Securities Llc New York NY 01/2014 08/2022
Jpmorgan Chase Bank Na New York NY 01/2014 08/2022
Stanco Holdings Llc Manasquan NJ 01/2019 09/2024
228 Brunswick St. Llc Jersey City NJ 07/2018 08/2022
88 Barnegat Blvd Llc Manasquan NJ 06/2018 08/2022
First Republic Securities Company, Llc New York NY 08/2022 09/2023
First Republic Investment Management, Inc New York NY 08/2022 09/2023
J.P. Morgan Securities Llc New York NY 09/2023 10/2025
Jpmorgan Chase Bank, N.A. New York NY 06/2023 10/2025
Truist Advisory Services, Inc. King Of Prussia PA 11/2025 Present
Truist Investment Services, Inc. King Of Prussia PA 11/2025 Present
  • 01/2014 → 08/2022
    New York, NY
  • 01/2014 → 08/2022
    Jpmorgan Chase Bank Na
    New York, NY
  • 01/2019 → 09/2024
    Stanco Holdings Llc
    Manasquan, NJ
  • 07/2018 → 08/2022
    228 Brunswick St. Llc
    Jersey City, NJ
  • 06/2018 → 08/2022
    88 Barnegat Blvd Llc
    Manasquan, NJ
  • 08/2022 → 09/2023
    First Republic Securities Company, Llc
    New York, NY
  • 08/2022 → 09/2023
    First Republic Investment Management, Inc
    New York, NY
  • 09/2023 → 10/2025
    New York, NY
  • 06/2023 → 10/2025
    Jpmorgan Chase Bank, N.A.
    New York, NY
  • 11/2025 → Present
    King Of Prussia, PA
  • 11/2025 → Present
    Truist Investment Services, Inc.
    King Of Prussia, PA
Previous Registrations
  • 2023-09-07 → 2025-11-02
    New York, NY
    New York, NY
    Manasquan, NJ
  • 2022-08-25 → 2025-03-21
    J.P. Morgan Private Wealth Advisors Llc
    New York, NY
  • 2014-01-06 → 2022-08-12
    New York, NY
    White Plains, NY
    Morristown, NJ
  • 2010-09-15 → 2014-01-15
    Paramus, NJ
  • 2002-03-18 → 2010-06-24
    New York, NY
    Weehawken, NJ
    New York, NY
    New York, NY
    Weehawken, NJ
    Weehawken, NJ
    Weehawken, NJ
Other Businesses

228 BRUNSWICK LLC POSITION: Managing Member NATURE: 228 Brunswick Street LLC - is approved for holding residential investment real estate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: Manasquan NJ, United States DESCRIPTION: Collect rent and pay bills associated with residential real estate. STANCO HOLDINGS LLC POSITION: Managing Member NATURE: Stanco Holdings LLC is an LLC that's in place for investment real estate purpose. This entity has been active since 2019. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: Manasquan NJ, United States DESCRIPTION: Residential Investment Real Estate Purposes. I write checks to pay bills for rental properties.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-23
  • S66 Uniform Combined State Law Examination
    2001-03-23
Other Names
  • Jason P Stanco
  • Jason Stanco
  • Jason Pasquale Stanco

View on SEC IAPD

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