Jason Stanco
Investment adviser representative at Truist Advisory Services, Inc.
12 yearsExperience
2 statesRegistered in
$77.4BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Truist Advisory Services, Inc.Nov 2025 to now
- Truist Investment Services, Inc.Nov 2025 to now
- J.P. Morgan Securities LLCSep 2023 to Oct 2025
- JPMorgan Chase Bank, N.A.Jun 2023 to Oct 2025
- First Republic Investment Management, IncAug 2022 to Sep 2023
- First Republic Securities Company, LLCAug 2022 to Sep 2023
- Stanco Holdings LLCJan 2019 to Sep 2024
- J.P. Morgan Securities LLCJan 2014 to Aug 2022
- JPMorgan Chase Bank NAJan 2014 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3232472
- Firm CRD
- 283390