Jason Ross, CFP®, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

Jason Ross Photo
Jason Ross, CFP®, CRPC®, Private Financial Advisor

SunTrust Investment Services, Inc.

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2901 WASHINGTON ROAD

AUGUSTA, GA 30909

4212 Washington Road,

Evans, GA 30809

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About

Jason Ross is a Vice President and Private Financial Advisor with SunTrust Investment Services, Inc. He offers clients more than ten years of financial services, retirement planning and investment management experience. Jason has earned the professional designations of Certified Financial PlannerTM (CFP®) and Chartered Retirement Planning CounselorSM (CRPC®). He is a native of Tifton, GA and graduated from Georgia Southern University with a degree in Finance. Jason enjoys spending his free time with his wife Miranda and daughter Harper.

Jason's focus is advising on the development and implementation of investment strategies to help clients meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, determining risk tolerance, forming and executing an appropriate investment plan and regular portfolio rebalancing in order to obtain measurable results. He also consults on risk management, retirement planning and other critical financial strategies.

As a Certified Financial PlannerTM (CFP®), Jason is held to the CFP® Board's high standards of professional conduct. Certified Financial PlannersTM must demonstrate a high level of competency, ethics and professionalism and are required to place their client's interests above their own. To attain the CFP® designation, applicants must undergo a rigorous examination process that tests their ability to apply financial planning knowledge to real-life situations; as well as have a minimum of three years of practical hands on experience in the financial planning process. Holders of the CFP® designation must fulfill annual continuing education requirements in order to stay in good standing with the CFP® Board.

SunTrust Investment Services, Inc. is a full-service broker-dealer that is an integral part of SunTrust Banks, Inc. - one of the nation's largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of management experience, an extensive range of financial products and solutions and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs.

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