Jason Moss

Jason L. Moss, CFP®, CRPS®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
Sitka Group

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

jasonmoss@truist.com

Phone 404-439-7314

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About me

Background

Jason focuses on delivering customized financial strategies involving concentrated stock management and ensure corporate executives are taking full advantage of their benefits packages. He is a subject matter expert in providing guidance around stock grants & options, deferred compensation plans, and other employer provided benefits*.

Jason engages with clients in a structured, goals-based planning process to serve as the bedrock for each of our relationships. His clients understand and feel confident in their plans both during their working careers and after the transition into retirement.

Investment Adviser Representative, Truist Advisory Services, Inc. 

*Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration- Finance
University of Alaska Anchorage 2000 2004

Personal Interests

Jason enjoys college football, fishing, hiking, and just have a good laugh. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • 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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

Accomplishments

Next Gen Best-In-State Wealth Advisors (#10)*
Forbes 2019
America’s Next Generation Advisors*
Forbes 2021
Best-In-State Wealth Advisors (#39)*
Forbes 2022
*Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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