JL
Jason H. Laing
TRUIST ADVISORY SERVICES
HALLANDALE, FL 33009
Some features on this profile are disabled
CRD#: 2503335
JL
Professional summary
Jason Howard Laing is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Hallandale, Florida and TRUIST INVESTMENT SERVICES, INC. located in Hallandale, Florida.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jason has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9, Series 24, Series 8 and Series 4 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PHOENIX RISING AI POSITION: CONSULTANT NATURE: PHOENIX RISING AI IS DEVELOPING ARTIFICIAL INTELLIGENCE DIGITAL AGENTS FOR USE IN THE AUTOMOTIVE INDUSTRY. SPECIFICALLY, THEY ARE DEVELOPING THESE AGENTS TO GATHER, TRACK AND PROMOTE SALES LEADS TO AUTO DEALERSHIPS WHO WILL USE THEIR PROGRAM. IT IS SIMILAR TO A CRM SYSTEM FOR AUTO DEALERSHIPS. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2025 ADDRESS: WINTER HAVEN FL, United States DESCRIPTION: MY ROLE IS TO WORK WITH SALES TEAM AND GIVE ADVICE AND GUIDANCE AS NECESSARY.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Howard Laing's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 16, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1900 E Hallandale Beach Blvd, Hallandale, FL 33009RIA
CRD#: 283390
HALLANDALE, FL
Current
January 10, 2003 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1900 E Hallandale Beach Blvd, Hallandale, FL 33009Office #2: 1890 N University Dr, Coral Springs, FL 33071Office #3: 4850 Wiles Rd, Coconut Creek, FL 33073Office #4: 450 N Pine Island Rd, Plantation, FL 33324BD
CRD#: 17499
Hallandale, FL
Past
January 17, 2003 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
HALLANDALE BEACH, FL
Past
February 10, 1998 - January 7, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
FORT LAUDERDALE, FL
Past
February 10, 1998 - January 7, 2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
August 30, 1994 - February 12, 1998
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(12/13/2019)
RR
Arkansas(8/3/2020)
RR
California(8/8/2006)
RR
Colorado(6/16/2022)
RR
Connecticut(8/6/2020)
RR
Florida(1/10/2003)
IAR
Florida(8/16/2016)
RR
Georgia(1/10/2003)
RR
Illinois(6/26/2025)
RR
Kentucky(6/16/2025)
RR
Maine(11/22/2019)
RR
Maryland(10/27/2020)
RR
Michigan(2/20/2013)
RR
Nevada(5/30/2014)
RR
New Jersey(11/29/2019)
RR
New York(10/27/2003)
RR
North Carolina(2/25/2004)
RR
Ohio(3/22/2023)
RR
Pennsylvania(2/2/2022)
RR
Puerto Rico(12/14/2020)
RR
South Carolina(2/9/2018)
RR
Tennessee(2/22/2012)
IAR
Texas(6/5/2018)
RR
Texas(8/12/2018)
RR
Utah(9/28/2021)
RR
Virginia(10/25/2004)
RR
Washington(4/2/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 5/30/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Hallandale, FL 33009TRUST BUT VERIFY
Monitor Jason Laing
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
