Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jay? Claim Your ProfileJay Jamison is a financial advisor with Truist Advisory Services, Inc. based in Nashville, TN. Jay has over 16 years of experience in the financial services industry. Prior to joining Truist Advisory Services, Inc., Jay worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America Investment Services, Inc. Jay holds the Series 66, Series 7, and Series 24 licenses. Jay provides financial planning, portfolio management, and publication of periodicals services to individuals, businesses, and charitable organizations.
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
TN
09/13/2016 - Present
Truist Advisory Services, Inc. (NASHVILLE TN)
TN
10/23/2009 - 01/20/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HENDERSONVILLE TN)
TN
05/06/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NASHVILLE TN)
TN
06/28/2005 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HENDERSONVILLE TN)
NY
08/10/2004 - 05/06/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 8/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/21/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/9/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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