Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Travis Turner is a financial advisor with Truist Advisory Services, Inc. Based in Roanoke, Virginia, Jason has been in the financial services industry since 1995 and holds a wide range of securities licenses and registrations. Jason has experience working with a variety of clients including high net worth individuals, corporations, and individuals other than high net worth individuals. Jason specializes in portfolio management, financial planning, and financial profiling services. Jason previously worked at BB&T Securities, LLC and Wells Fargo Advisors, 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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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (ROANOKE VA)
VA
08/10/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
04/19/2005 - 08/17/2016
WELLS FARGO ADVISORS, LLC (BEDFORD VA)
NJ
02/17/1999 - 04/22/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
GA
01/09/1995 - 12/17/1998
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 02/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/23/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/17/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2003
Series 3 - National Commodity Futures Examination
BC
Issued 02/26/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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