Jason Ferreira

Jason Ferreira
Premier Banker

6869 Fairview Rd

Charlotte, NC 28210-3363

About me


I am a Premier Banker with Truist Bank, and offer nearly 20 years of Financial Services experience. I help Clients take a holistic and strategic approach to Financial Planning, while offering customized solutions with active relationship and risk management. I seek to be a partner who focuses on what is most important to individuals and their families, setting a financial pathway to address goals and expectations while being mindful of risks and concerns along the way. My primary goal and purpose is to turn my Client's anxiety & uncertainty about the future into confidence & clarity.

I currently hold Series 6, 63, 65, and Life & Health Insurance licenses.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Personal interests

I grew up in New Jersey and have lived in Waxhaw, NC since 2012 with my son. I am passionate about financial literacy, education and building connections with individuals rooted in compassion and caring.


  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.


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Office hours


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