JM
Jason M. Macher
TRUIST ADVISORY SERVICES
NASHVILLE, TN 37214
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CRD#: 4836981
JM
Professional summary
Jason Michael Macher is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Nashville, Tennessee and TRUIST INVESTMENT SERVICES, INC. located in Nashville, Tennessee.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Jason has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 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.
FARMING POSITION: Owner NATURE: Nature of the business is farming for profit. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/29/2022 ADDRESS: Hartsville TN, United States DESCRIPTION: Selling of produce and Livestock. PARTNERSHIP POSITION: Owner NATURE: Floating Rental house on Norris Lake, TN. This is a short term AirBnb rental for profit. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: New Tazewell TN, United States DESCRIPTION: Booking guests, maintenance, financial responsible for mortgage payment. JM & KM HOLDINGS LLC POSITION: Partner NATURE: Long Term Rental INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/13/2024 ADDRESS: Hartsville TN, United States DESCRIPTION: Collect monthly rent, general maintenance to property, handling of rental agreements.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Macher'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
April 20, 2022 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 2503 Lebanon Road, Nashville, TN 37214RIA
CRD#: 283390
NASHVILLE, TN
Current
April 20, 2022 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 2915 Nolensville Pike, Nashville, TN 37211Office #2: 240 W Main St, Lebanon, TN 37087Office #3: 202 Gallatin Pike S, Madison, TN 37115Office #4: 1691 N Mount Juliet Rd, Mount Juliet, TN 37122Office #5: 2503 Lebanon Pike, Nashville, TN 37214Office #6: 4809 Old Hickory Blvd, Hermitage, TN 37076Office #7: 123 Northcreek Blvd, Goodlettsville, TN 37072Office #8: 221 E Main St, Hendersonville, TN 37075Office #9: 600 Gallatin Ave, Nashville, TN 37206BD
CRD#: 17499
Nashville, TN
Past
April 14, 2022 - April 20, 2022
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
Nashville, TN
Past
April 14, 2022 - April 20, 2022
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
Nashville, TN
Past
September 12, 2016 - April 14, 2022
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
HERMITAGE, TN
Past
January 19, 2016 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
NASHVILLE, TN
Past
January 19, 2016 - April 14, 2022
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
NASHVILLE, TN
Past
July 22, 2010 - January 25, 2016
FIFTH THIRD SECURITIES, INC.
RIA
CRD#: 628
HENDERSONVILLE, TN
Past
July 22, 2010 - January 25, 2016
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
HENDERSONVILLE, TN
Past
July 31, 2008 - July 9, 2010
KEY INVESTMENT SERVICES LLC
RIA
CRD#: 136300
VANDALIA, OH
Past
February 25, 2008 - July 9, 2010
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
VANDALIA, OH
Past
March 2, 2007 - January 31, 2008
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
CINTI, OH
Past
September 26, 2005 - October 4, 2006
NATCITY INVESTMENTS, INC.
BD
CRD#: 17490
HUBER HEIGHTS, OH
Past
September 30, 2004 - October 7, 2005
AMERICAN FAMILY SECURITIES, LLC
BD
CRD#: 104433
MADISON, WI
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
Alabama(4/20/2022)
RR
Alaska(4/20/2022)
RR
Arizona(4/20/2022)
RR
Arkansas(4/20/2022)
RR
California(4/20/2022)
RR
Colorado(4/20/2022)
RR
Connecticut(4/20/2022)
RR
Delaware(4/20/2022)
RR
District of Columbia(4/20/2022)
RR
Florida(4/20/2022)
RR
Georgia(4/20/2022)
RR
Illinois(4/20/2022)
RR
Indiana(4/20/2022)
RR
Iowa(4/20/2022)
RR
Kentucky(4/20/2022)
RR
Louisiana(4/20/2022)
RR
Maryland(4/20/2022)
RR
Michigan(4/20/2022)
RR
Mississippi(4/20/2022)
RR
Missouri(4/20/2022)
RR
Montana(4/20/2022)
RR
Nevada(12/15/2022)
RR
New Jersey(4/20/2022)
RR
New York(4/20/2022)
RR
North Carolina(4/20/2022)
RR
North Dakota(4/20/2022)
RR
Ohio(4/20/2022)
RR
Oklahoma(4/20/2022)
RR
Pennsylvania(4/20/2022)
RR
South Carolina(4/20/2022)
RR
Tennessee(4/20/2022)
IAR
Tennessee(4/20/2022)
RR
Texas(4/20/2022)
RR
Utah(4/20/2022)
RR
Virginia(4/20/2022)
RR
Washington(4/20/2022)
RR
West Virginia(4/20/2022)
RR
Wisconsin(4/20/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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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)
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.
