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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