Jason Davis
SVP Legal Wealth Advisor @Truist Wealth
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WORK HISTORY
SVP Legal Wealth Advisor @Truist Wealth
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
Union College (KY)
Master of Business Administration - MBA, Business Administration and Management, General
SKILLS
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.
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