Jason Ross

Jason G. Ross, CFP®, CRPC®, AIF®
Director Financial Advisor Private Client Group Truist Investment Services, Inc.

4212 Washington Rd

Evans, GA 30809-3054

About me

Background

Jason Ross is a Director and Financial Advisor with Truist Investment Services, Inc. offering clients more than 18 years of financial services, retirement planning, and investment management experience. He's earned his CERTIFIED FINANCIAL PLANNER™ designation, ACCREDITED INVESTMENT FIDUCIARY (AIF®) and Chartered Retirement Plans Counselor SM (CRPC®) professional designations.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BBA Finance
Georgia Southern University 2004

Personal Interests

A native of Tifton, GA, Jason enjoys spending his free time with his wife, Miranda, and children, Harper and Ellis, as well as cycling, woodworking, cheering on the Georgia Southern Eagles. He is an active member of the community with Sertoma International and the Georgia Southern University Augusta Area Alumni Association.

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • 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

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

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

  • 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

To
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About Our Process

Hi, my name is Jason Ross and I'm a financial advisor with Truist Wealth. I live and work in Evans, Georgia, and have been helping clients all over the central Savannah River area for more than 18 years. And while Evans is my home, I was born and raised in Tifton, Georgia. When I'm not working with my clients, you can usually find me spending time with my family, cycling or cheering on the Georgia Southern Eagles. Growing up in South Georgia, the importance of prudent financial management was instilled in me from an early age by my parents and grandparents. They taught me the importance of being a responsible steward of the money I had and why it was important to save for a rainy day. Summers, working as a farmhand in 100 degree weather, also taught me the value of a dollar and made me less likely to be frivolous with the dollar I'd sweated so hard for. As a certified financial planner and accredited investment fiduciary professional, I work to provide individuals, families and institutions with a comprehensive plan that identifies the concerns that they have about the future and works to address those concerns through prudent financial guidance and management. This process starts with an in-depth consultation where we review your current financial situation, and discuss your goals and objectives, along with your concerns, for both the short term, and the long term. Using the information we discussed, I'll give you an unbiased opinion regarding your current situation, as well as some actions and strategies that I'd recommend for a better probability to meet your financial objectives. In the end, my goal is to provide you with a sense of clarity, confidence and comfort around your fiscal future. I believe that we're not just looking for a solution today, but for the next 15 to 30 years. And while the world may change over that time with regular updates to your plan, we can work to put you in a better position to face those changes head on. Thank you for your time. And most importantly, thank you for the opportunity to help you meet your goals.

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