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Jason Michael Pace

Investment adviser representative at Synovus Securities, Inc.
16 yearsExperience
11 statesRegistered in
$8.4BFirm assets
43 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 assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

16 years in the industry.

  1. Pinnacle BankJan 2026 to now
  2. Synovus Securities, Inc.Oct 2019 to now
  3. Synovus BankOct 2019 to Dec 2025
  4. Suntrust Advisory ServicesSep 2016 to Oct 2019
  5. Suntrust Investment Services, Inc.Aug 2010 to Oct 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000
  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 11 states (AK, CT, FL, GA, KY, MD, MI, NC, OH, TX, VA).

Synovus Securities, Inc.

$8.4BAssets managed
12,411Clients
169Advisers
43 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
4000809
Firm CRD
14023
Advisor's SEC record (opens in a new tab)
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