Jason Sykes

Jason S. Sykes, CFP®, CTFA
Senior Vice President Wealth Advisor Truist Bank

214 North Tryon St

Charlotte, NC 28202-0026

Jason.Sykes@Truist.com

Phone 704-526-4448

Fax 704-342-7017

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About me

Background

Jason Sykes is a Wealth Advisor with Truist Bank, offering clients more than 20 years of comprehensive wealth management experience, with a team approach that brings together professionals in investments, financial planning, credit, and estate strategies.

Jason takes the time to talk to, learn about, and understand the critical aspects of a client's financial life so that he can help assess the interaction and far-reaching impact of their multiple objectives. He then brings together all of Truist's resources to help recommend solutions that are in the client's best interests.

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

M.B.A Business Administration
Campbell University 1997
B.A. Trust - Wealth Management
Campbell University

Personal Interests

Jason serves on the board of directors for the Trust Education Foundation at Campbell University. He is also an avid musician, a bad but enthusiastic golfer, and lives with his wife and three almost grown children in Matthews, NC.

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