Jack Shiao, financial advisor Chantilly VA
93 score

Jack Shiao

CRD Number: 5309280
Current Firm: Suntrust Investment Services, Inc.

Jack Shiao (CRD# 5309280) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Chantilly, VA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services, Inc. Atlanta, GA Aug 2015 - Current 1
Bank Of America, N.a. Centreville, VA Aug 2011 - Aug 2015 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Centreville, VA Jan 2011 - Aug 2015 4
Wells Fargo Advisors, LLC Mclean, VA Aug 2010 - Dec 2010 < 1
Aerotek Professional Services Fairfax, VA Jan 2010 - Jul 2010 < 1
Metlife Securities Inc. Columbia, MD Jun 2008 - Jan 2010 1
Metlife Resources Columbia, MD Jun 2008 - Jan 2010 1
Unemployed Fairfax, VA Mar 2008 - Jun 2008 < 1
Ameriprise Financial Services Vienna, VA Oct 2007 - Apr 2008 < 1
Keystone Asset Management Vienna, VA May 2005 - Oct 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2007
Contact Info for Jack M. Shiao
Phone Number: 404-813-8981
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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