Jason M. Morris
Vice President
Wealth Advisor
Truist Bank
Vice President
Wealth Advisor
Truist Bank
1445 New York Ave NW
4th Floor,
Washington, DC 20005-2125
About me
Background
Jason Morris is a Wealth Advisor with Truist Bank, with more than 15 years of financial services, retirement planning, and investment management experience. He serves as a relationship manager and advocate for affluent clients and their families, and is supported by a broad array of specialists who work together to deliver personalized, tailored solutions that address clients’ specific banking, strategic credit, investments, insurance, and trust and estate planning needs.
This dedicated team approach allows him to help create, grow, and preserve the financial wellness of the clients he serves. He believes one of the best ways to help establish economic success and financial security for his clients is by developing a customized, comprehensive financial plan for them. A well-constructed plan produces a road map that increases the likelihood of achieving long-term financial goals.
Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
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Education
BA
University of Vermont
1998
2002
MBA
The George Washington University
2006
2008
Personal Interests
Jason and his wife, Alexis, live in Washington, D.C., and welcomed their first child in November 2020. In his spare time, he loves to travel—particularly to his birth state of Alaska and the Pacific Northwest.
Specialties
Financial planning
Banking
Risk management
Estate planning
Financial education
Locations
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Map
1445 New York Ave NW,
4th Floor, Washington, DC 20005-2125
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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