Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Taylor Gay has over 20 years of experience in the financial services industry. Jason is a registered representative of Truist Advisory Services, Inc. and an Investment Advisor Representative of Truist Investment Services, Inc. Jason is licensed in several states including Georgia, Texas, Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Indiana, Iowa, Kansas, Kentucky, Louisiana, Massachusetts, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Virginia, Washington, Wisconsin, and Wyoming. Jason specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Jason previously worked at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wachovia Securities, LLC.
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.
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2
GA
12/07/2021 - Present
Truist Advisory Services, Inc. (GAINESVILLE GA)
GA
01/03/2014 - 09/22/2021
MORGAN STANLEY (Atlanta GA)
GA
10/23/2009 - 01/07/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
01/05/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
11/11/2002 - 12/23/2008
WACHOVIA SECURITIES, LLC (ROSWELL GA)
IA
Issued 04/10/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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