Jason Morris

Jason M. Morris
Wealth Advisor Truist Bank

1445 New York Ave NW

4th Floor,

Washington, DC 20005-2125

About me

Background

I’m a Wealth Advisor with Truist Wealth, with more than twelve years of financial services, retirement planning, and investment management experience. I serve as a relationship manager and advocate for affluent clients and their families, and am 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 me to help create, grow, and preserve the wealth of the clients I serve. I believe one of the best ways to help establish economic success and financial security for my clients is by developing a customized, comprehensive financial plan for them. A well-constructed plan produces a roadmap that increases the likelihood of achieving long-term financial goals.

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

Education

BA
University of Vermont 1998 2002
MBA
The George Washington University 2006 2008

Personal Interests

My wife, Alexis, and I live in Washington, D.C., and welcomed our first child in November 2020. In my spare time, I love to travel—particularly to my birth state of Alaska and the Pacific Northwest.

Specialties

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

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

  • 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.

  • 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

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