JS
Jack M. Shiao
TRUIST ADVISORY SERVICES
CHANTILLY, VA 20151
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CRD#: 5309280
JS
Professional summary
Jack M Shiao, who also goes by Jack Mc Shiao, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Chantilly, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Manassas, Virginia.
Jack is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Jack has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jack Mc Shiao
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.
POSITION: Associate NATURE: Family-owned Realty Office INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2003 ADDRESS: Fairfax VA DESCRIPTION: Father owns the business. Help with some real estate tasks, wife is a realtor. POSITION: Owner NATURE: Property investments, Business is not active at the moment with no assets under its management. Set up to potentially invest in property with father in the future. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: Centreville VA DESCRIPTION: Business is not active at the moment with no assets under its management. Set up to potentially invest in property with father in the future. POSITION: Partner NATURE: Selling music sheet to commercial entities INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: Silver Spring MD DESCRIPTION: Wife is purchasing the business. Will be assisting in financial matters DUNDALK AIRBNB POSITION: Owner NATURE: Vacation home, use Airbnb to offset mortgage cost INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/10/2024 ADDRESS: Dundalk MD, United States DESCRIPTION: Manage Airbnb.
CRS (Client Relationship Summary) - RIA
Click below to view Jack M Shiao'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
September 21, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 25056 Riding Plaza, Chantilly, VA 20151RIA
CRD#: 283390
CHANTILLY, VA
Current
August 31, 2015 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 7915 Sudley Rd, Manassas, VA 20109Office #2: 8650 Centreville Rd, Manassas, VA 20110Office #3: 25056 Riding Plz, Chantilly, VA 20152Office #4: 9401 Route 29, Fairfax, VA 22031Office #5: 15000 Heathcote Blvd, Haymarket, VA 20169Office #6: 10040 Dumfries Rd, Manassas, VA 20110Office #7: 5679 Stone Rd, Centreville, VA 20120Office #8: 16541 River Ridge Blvd, Woodbridge, VA 22191Office #9: 2089 Daniel Stuart Sq, Woodbridge, VA 22191Office #10: 14091 Richmond Hwy, Woodbridge, VA 22191Office #11: 5844 Mapledale Plz, Woodbridge, VA 22193Office #12: 2941 Chain Bridge Rd, Oakton, VA 22124BD
CRD#: 17499
Manassas, VA
Past
August 31, 2015 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
OAKTON, VA
Past
February 4, 2011 - August 17, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
CHANTILLY, VA
Past
February 4, 2011 - August 17, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
CHANTILLY, VA
Past
August 12, 2010 - December 13, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MCLEAN, VA
Past
August 12, 2010 - December 13, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MCLEAN, VA
Past
September 3, 2008 - January 29, 2010
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
CENTREVILLE, VA
Past
June 24, 2008 - January 29, 2010
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SPRINGFIELD, MA
Past
September 21, 2007 - May 29, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
VIENNA, VA
Past
August 17, 2007 - May 29, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
VIENNA, VA
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(10/8/2019)
RR
Arizona(7/23/2018)
RR
California(1/11/2016)
RR
Colorado(7/23/2018)
RR
Connecticut(9/11/2025)
RR
Delaware(10/14/2019)
RR
District of Columbia(8/31/2015)
RR
Florida(1/11/2016)
RR
Georgia(7/23/2018)
RR
Illinois(7/18/2024)
RR
Kentucky(7/23/2018)
RR
Maryland(8/31/2015)
RR
Massachusetts(8/8/2017)
RR
Michigan(7/23/2018)
RR
Nebraska(3/14/2025)
RR
New Jersey(1/11/2016)
RR
New Mexico(7/23/2018)
RR
New York(1/11/2016)
RR
North Carolina(1/11/2016)
RR
Ohio(7/23/2018)
RR
Oklahoma(7/23/2018)
RR
Pennsylvania(1/11/2016)
RR
South Carolina(1/11/2016)
RR
Tennessee(7/23/2018)
RR
Texas(5/6/2025)
RR
Virginia(8/31/2015)
IAR
Virginia(9/21/2016)
RR
West Virginia(7/23/2018)
RR
Wisconsin(7/23/2018)
RR
Wyoming(7/23/2018)
Exams
State Security Law 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
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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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Chantilly, VA 20151TRUST BUT VERIFY
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