JASON BRADLEY MORETZ is an investment adviser representative (IAR) with state registration records since 2005, appearing at 7 firms. Currently registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
| Firm | From | To | Current |
|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2022-05-02 | present | Yes |
| TRUIST ADVISORY SERVICES, INC. | 2021-03-02 | 2022-03-15 | — |
| BB&T SECURITIES, LLC | 2018-01-02 | 2021-03-02 | — |
| BB&T INVESTMENT SERVICES, INC. | 2017-06-19 | 2018-01-02 | — |
| CETERA INVESTMENT ADVISERS LLC | 2014-01-21 | 2014-01-27 | — |
| CETERA INVESTMENT SERVICES LLC | 2011-11-10 | 2014-01-21 | — |
| UVEST FINANCIAL SERVICES GROUP, INC. | 2007-11-29 | 2011-11-10 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2005-06-09 | 2007-10-08 | — |