Jason Gay
Jason Gay is a registered investment advisor at Truist Advisory Services, INC., based in Gainesville, GA, with 23 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
455 Jesse Jewell Parkway, Gainesville, GA, 30501
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Regulatory History (1)
Customer Dispute
December 2011Other Business Activities
Jason is the sole member of Modern 12 Customs LLC, a holding company for collector cars and restoration. He spends minimal time on this activity, which is not investment-related.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Wachovia Securities, LLCBroker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.