Jason S. Sykes,
CFP®, CTFA
Senior Vice President
Wealth Advisor
Truist Bank
Senior Vice President
Wealth Advisor
Truist Bank
214 North Tryon St
Charlotte, NC 28202-0026
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
, opens in new tab
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.
Locations
Loading location info...
Return to list view
Map
214 North Tryon St,
Charlotte, NC 28202-0026
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
{0} {1}
Recommended Resources
Market Pulse May 19, 2025
Market views heading into the week highlight what we're watching and important news ahead.
Market views heading into the week of March 24, 2025 highlight what we're watching and important news ahead.
- May 20, 2025
Article
05/19/2025
Article
Fixed Income Perspective If the Fed is cutting, why are interest rates rising?
Fixed Income Perspective offers our views on top-of-mind fixed income themes.
Moody’s U.S. downgrade is a warning, not a game-changer.
- May 20, 2025
Article
05/19/2025
Article
Market Pulse May 12, 2025
Market views heading into the week highlight what we're watching and important news ahead.
Market views heading into the week of May 12, 2025 highlight what we're watching and important news ahead.
- May 13, 2025
Article
05/12/2025
Article
