Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason M. Kelley is a financial advisor with Truist Advisory Services, Inc. Jason has been in the financial services industry since December 2003 and is registered to offer securities in 53 states. Jason also holds licenses to offer investment advisory services in South Carolina. Jason has experience in several areas of financial planning and investment management. Jason’s primary focus is on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Prior to joining Truist Advisory Services, Inc., Jason was a financial advisor at Wells Fargo Clearing Services, LLC and Truist Investment Services, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
SC
09/05/2023 - Present
Truist Advisory Services, Inc. (GREENVILLE SC)
SC
08/05/2022 - 08/15/2023
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE SC)
SC
02/22/2019 - 08/02/2022
TRUIST INVESTMENT SERVICES, INC. (EASLEY SC)
SC
04/02/2018 - 09/07/2018
UBS FINANCIAL SERVICES INC. (GREENVILLE SC)
SC
01/03/2005 - 03/02/2018
SUNTRUST INVESTMENT SERVICES, INC. (GREENVILLE SC)
NC
05/19/2003 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
BOTH
Issued 06/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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