Jason Adamcik, financial advisor Plano TX

Jason Adamcik

CRD Number: 4272591
Current Firm: Truist Advisory Services, Inc.

Jason Adamcik (CRD# 4272591) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Plano, TX and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Truist Investment Services, Inc. Plano, TX Feb 2021 - Current 1
Truist Advisory Services, Inc. Atlanta, GA Feb 2021 - Current 1
Bb&t Plano, TX Jan 2019 - Current 3
Bb&t Securities, LLC Richmond, VA Jan 2018 - Current 4
Bbtis Charlotte, NC Apr 2016 - Current 6
Bb&t Garland, TX Apr 2016 - Jan 2019 2
J.p. Morgan Securities LLC Dallas, TX Oct 2012 - Mar 2016 3
Chase Investment Services Corp Dallas, TX Aug 2011 - Oct 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Dec 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jason M. Adamcik
Phone Number: 404-827-6461
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    61,581
    MILLIONS
  • Total Number of Accounts
    126,886
    ACCOUNTS
  • Average Account Value
    $485,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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, VI, VT, WA, WI, WV, WY

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