JC
JC

Jason Caras

4 Years of Experience
Houston, TX
Broker

Jason Caras is a registered investment advisor, based in Houston, TX, with 4 years of industry experience.

Location

1400 Post Oak Blvd, Ste 650, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Truist Investment Services, INC.
May 2025 - Present · 1 yr
Truist Investment Services, INC.Broker
May 2025 - Present · 1 yr
Truist Advisory Services, INC.
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Westwood Wealth Management
February 2024 - March 2025 · 1 yr 1 mo
Kershner Trading Group, LLCBroker
May 2006 - November 2008 · 2 yrs 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jason Caras - Financial Advisor | TrueAdvisor