Jason B. Hyslop

TRUIST ADVISORY SERVICES

TAMPA, FL

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CRD#: 4237567

Professional summary

Jason Bryant Hyslop, CFP®, who also goes by Jason B Hyslop, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Tampa, Florida and TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jason has worked at 6 firms and has passed the Series 65, Series 63, Series 52TO, Series 79TO, SIE, Series 3, Series 7, Series 53, Series 14, Series 4, Series 24, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason B Hyslop

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Bryant Hyslop's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Experience

Current

August 28, 2024 - Present

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

TAMPA, FL

Current

August 23, 2024 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 919 E Main St Fl 7 & 8, Richmond, VA 23219

CRD#: 17499

RICHMOND, VA

Past

June 22, 2018 - October 31, 2018

RAYMOND JAMES INSURANCE GROUP, INC.

CRD#: 121221

ST. PETERSBURG, FL

Past

November 19, 2010 - May 16, 2024

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

ST PETERSBURG, FL

Past

October 12, 2005 - May 16, 2024

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

August 9, 2002 - October 6, 2005

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

October 19, 2000 - August 8, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

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.

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

Florida
(8/23/2024)

IAR

Florida
(8/28/2024)

North Carolina
(8/26/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/17/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/27/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 52TO

Date: 8/23/2024

Municipal Securities Representative Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 9/25/2009

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/18/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 7/1/2011

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2009

Compliance Officer Examination

Principal/Supervisory Exam

Series 4

Date: 1/18/2008

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/20/2006

General Securities Principal Examination

Principal/Supervisory Exam

Series 9

Date: 6/24/2004

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 4/26/2004

General Securities Sales Supervisor - General Module Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

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Firm Stability Insights

Jason B. Hyslop

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Bryant Hyslop's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

RAYMOND JAMES INSURANCE GROUP, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RBC CAPITAL MARKETS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/2010

Series 63

Date: 12/27/2000

Series 52TO

Date: 8/23/2024

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 3

Date: 9/25/2009

Series 7

Date: 10/18/2000

Series 53

Date: 7/1/2011

Series 14

Date: 1/2/2009

Series 4

Date: 1/18/2008

Series 24

Date: 1/20/2006

Series 9

Date: 6/24/2004

Series 10

Date: 4/26/2004

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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