Jason Caras

Jason Caras , CEPA
Senior Vice President Wealth Advisor Truist Investment Services, Inc.

1400 Post Oak Blvd

Suite 650,

Houston, TX 77056

Jason.caras@truist.com

Phone 713-265-6810

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About me

Background

Jason Caras is a Senior Vice President and Wealth Advisor with Truist Bank in Houston, Texas. He takes a collaborative, team-based approach to addressing clients’ wealth management needs, working closely with experts in investment management, financial planning, and estate planning.

With over 12 years of experience in both the legal and wealth advising fields, Jason was a former estate planning attorney. He understands that building significant wealth is a major achievement—but without thoughtful estate planning, that success can be eroded by taxes or mismanagement. His legal background assists him in helping clients strategize financial well-being and goals alongside the client's tax professional.

Jason earned his Bachelor of Arts in Psychology from the University of Texas at Austin and his Juris Doctor from St. Mary’s University in San Antonio. A lifelong learner and natural teacher, he finds fulfillment in helping others—whether clients, colleagues, or family—navigate complex financial and estate planning issues.  Addressing issues means helping to provide clear strategies, responsive communication, and personalized solutions, which stands at the heart of his work.

Jason values client accessibility, with a quick response time and ability to truly listen as a hallmark of his practice. He takes the time to understand their stories, goals, and challenges, then seeks to deliver strategies tailored to their specific needs

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

Education

Psychology, B.A.
University of Texas – Austin 2000
Juris Doctor
St. Mary’s University – San Antonio 2013

Personal Interests

Outside the office, Jason can often be found coaching his son’s sports teams or cheering on his favorite college and professional football teams. He and his wife share a passion for travel, and together with their son, they enjoy exploring new places and creating lasting memories.

Specialties

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

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Locations

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