Jason Mertz

Jason Mertz
Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The BDM Group of Truist Investment Services, Inc.

214 North Tryon Street

33rd Floor,

Charlotte, NC 28202

JMertz@Truist.com

Phone 704-496-4085

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About me

Background

As a Financial Advisor, Jason Mertz works directly with corporate executives, business owners, and high-net-worth clientele, offering a unique blend of tailored investment and wealth management solutions to investors who value a high level of service from a financial advisor with over 20 years of experience. His team’s process for navigating the oscillations of the markets is based on providing a proactive approach to risk management.

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

Education

Bachelor’s degree in Economics and Finance
University of California at Santa Cruz 1993 1997

Personal Interests

Jason enjoys spending time with his wife of over 25 years and two daughters, Ella and Meila. Together, they enjoy traveling, hiking, wake surfing, playing chess, and discussing the many philosophical questions of life. They're passionate Carolina Panthers fans and very excited for the arrival of the Charlotte Football Club.

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