Jason AdamcikCRD 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|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|
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
Total Assets Under Management61,581MILLIONS
Total Number of Accounts126,886ACCOUNTS
Average Account Value$485,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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