Jason B. Apuzzio

BEACON TRUST

Morristown, NJ 07960

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CRD#: 4926887

Professional summary

Jason Bennett Apuzzio, who also goes by Jason B Apuzzio, is a registered financial advisor currently at BEACON TRUST located in Morristown, New Jersey.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jason has worked at 8 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason B Apuzzio

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 Bennett Apuzzio'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®

None

Experience

Current

December 12, 2025 - Present

BEACON TRUST

Office #1: 163 Madison Avenue, Morristown, NJ 07960

RIA

CRD#: 226547

Morristown, NJ

Past

February 28, 2023 - June 9, 2025

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

PRINCETON, NJ

Past

January 17, 2023 - June 9, 2025

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

PRINCETON, NJ

Past

November 11, 2013 - December 6, 2018

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

RED BANK, NJ

Past

November 7, 2013 - December 6, 2018

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PRINCETON, NJ

Past

September 29, 2006 - December 9, 2011

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 108928

PLAINSBORO, NJ

Past

September 29, 2006 - December 7, 2011

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

NEW YORK, NY

Past

November 14, 2005 - September 29, 2006

MERRILL LYNCH INVESTMENT MANAGERS LP

RIA

CRD#: 105068

PLAINSBORO, NJ

Past

July 7, 2005 - September 29, 2006

FAM DISTRIBUTORS, INC.

CRD#: 4100

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".

BEACON TRUST

BEACON INVESTMENT ADVISORY SERVICES, INC. | TIRSCHWELL LOEWY & FRIEDNER INVESTMENTS | BEACON TRUST

CRD#: 226547 / SEC#: 801-96256

RIA

Registered Investment Advisory firm - (4/1/2015 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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(12/12/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/11/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/17/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 1/17/2023

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/6/2005

General Securities Representative Examination

Current Firm

BEACON TRUST

BEACON INVESTMENT ADVISORY SERVICES, INC. | TIRSCHWELL LOEWY & FRIEDNER INVESTMENTS | BEACON TRUST

CRD#: 226547 / SEC#: 801-96256

RIA

Registered Investment Advisory firm - (4/1/2015 Approved)

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Contact information

Main Address

163 Madison Avenue, Morristown, NJ 07960

Mailing Address

Phone number

(973) 377-8090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (26 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEACON INVESTMENT ADVISORY SERVICES, INC. WRAP DISCLOSURE BROCHURE 2025 (3/29/2025)

BEACON INVESTMENT ADVISORY SERVICES, INC. DISCLOSURE BROCHURE 2025 (3/29/2025)

Regulatory assets under management

Total Number of Accounts	2,889
AUM (Assets Under Management)	$ 4,352,787,884

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/17/2025	Cover Page	Report
03/10/2025	Cover Page	Report
12/18/2023	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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Advisor Monitoring

Firm Stability Insights

Jason B. Apuzzio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Bennett Apuzzio's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

BLACKROCK INVESTMENT MANAGEMENT, LLC

BLACKROCK INVESTMENTS, LLC

MERRILL LYNCH INVESTMENT MANAGERS LP

FAM DISTRIBUTORS, INC.

Primary Firm SEC Registration

BEACON TRUST

State Registrations and Notice Filings

Exams

Series 66

Date: 2/11/2023

Series 6TO

Date: 1/17/2023

SIE

Date: 1/17/2023

Series 7

Date: 7/6/2005

Current Firm

BEACON TRUST

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BEACON TRUST

TRUST BUT VERIFY

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