Jason Davis

About Jason Davis

About Me:As a Truist Legal Wealth Advisor, I specialize in taking care of the comprehensive financialneeds of attorneys and their firms. The advice and services I provide to individuals includes financial planning, estate planning, lending and banking. I provides a great resource to the law firms I work with by providing advice to firms on their retirement plans, lending, banking, benefits and cash management needs.

Experience

1. SVP Legal Wealth Advisor

   Truist Wealth

   Jan 2021 — Present · Houston, TX, US

   Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc, member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit:

Education

• Marshall University

  BBA, Business Mangement w/Econ minor

  1996 — 2000

• Union College (KY)

  Master of Business Administration - MBA, Business Administration and Management, General

Skills

• Financial Services
• Series 7
• Financial Markets
• Customer Service
• Retirement
• Bonds
• Strategic Financial Planning
• Series 63
• Credit
• Financial Modeling
• Wealth
• Financial Risk
• Asset Management
• Investment Strategies
• Alternative Investments
• Portfolio Management
• Loans
• Insurance
• Management
• Relationship Management
• Microsoft Office
• Investments
• Life Insurance
• Finance
• Fixed Annuities
• Certified Financial Planner
• Credit Analysis
• Financial Analysis
• Private Banking
• Asset Allocation
• Banking
• Mutual Funds
• Risk Management
• Financial Planning
• Personal Training
• Mortgage Lending
• Wealth Management
• Investment Management
• Coaching
• Retirement Planning