Jason Pepe

Jason T. Pepe, AIF®
Senior Managing Director Financial Advisor Truist Investment Services, Inc.

150 S Warner Rd

Suite 200,

King Of Prussia, PA 19406-2805

About me

Background

Jason Pepe is a Senior Managing Director and Financial Advisor with Truist Investment Services, Inc. He offers clients more than 18 years of portfolio management, financial services, retirement planning, and investment management experience. 

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

Education

Bachelor’s
Pennsylvania State University 2001
MBA
Villanova University 2008

Personal Interests

Jason is focused on his family of three kids and is involved in numerous schools, sport and community activities. In addition to family, Jason enjoys playing basketball, reading, and is an avid follower of the capital markets. He is a member of the Center of Fiduciary Studies.

Specialties

  • 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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Performance Excellence Award*
Truist 2021
*The Truist Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.
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