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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. located in Roanoke, Virginia. Jason has been working in the financial industry since March 10, 1995. Jason has a diverse range of experience, having worked for several firms including Wells Fargo Advisors, LLC, BB&T Securities, LLC, and UBS Financial Services Inc., prior to joining Truist Advisory Services, Inc. Jason specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals. Jason holds several licenses and certifications, including Series 3, 6, 7, 9, 10, 26, 31, 63, and 65.
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
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 2/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/14/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/23/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/17/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/30/2003
Series 3 - National Commodity Futures Examination
BC
Issued 2/26/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 2/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 1/6/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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