Jason M. Kelley
Professional summary
Jason M. Kelley, who also goes by Jason M Kelley, Jason Michael Kelley, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Greenville, South Carolina and TRUIST INVESTMENT SERVICES, INC. located in Greenville, South Carolina.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jason has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason M. Kelley's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 5, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 2 W Washington St Ste 800, Greenville, SC 29601September 5, 2023 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 2 W Washington St Fl 8, Greenville, SC 29601August 5, 2022 - August 15, 2023
WELLS FARGO CLEARING SERVICES, LLC
August 5, 2022 - August 15, 2023
WELLS FARGO CLEARING SERVICES, LLC
February 25, 2019 - August 2, 2022
TRUIST ADVISORY SERVICES, INC.
February 22, 2019 - August 2, 2022
TRUIST INVESTMENT SERVICES, INC.
April 2, 2018 - September 7, 2018
UBS FINANCIAL SERVICES INC.
April 2, 2018 - September 7, 2018
UBS FINANCIAL SERVICES INC.
September 13, 2016 - March 2, 2018
TRUIST ADVISORY SERVICES, INC.
July 3, 2007 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
January 3, 2005 - March 2, 2018
TRUIST INVESTMENT SERVICES, INC.
May 19, 2003 - January 3, 2005
NCF FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
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#: 283390Greenville, SC 29601TRUST BUT VERIFY
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