Jason
Pace

Synovus Securities, Inc

CRD#4000809
Investment Advisor
in Stuart, FL

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About this Advisor

Jason Pace is a financial advisor operating out of Stuart, Florida with 4 years of industry experience. Pace is on the advisory team at Synovus Securities, Inc. Over the course of their career, Pace has held roles at Suntrust Investment Services, Inc, Suntrust Advisory Services, Synovus Securities and Synovus Bank. Pace has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Alaska, Connecticut, Florida, Kentucky, Maryland, Michigan, North Carolina, Ohio, Texas and Virginia. Synovus Securities, Inc is an advisory company operating out of Columbus, GA. The firm has offices in 90 locations and a total of 298 people on staff. It administers $6 billion in assets under management among its 12,071 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 79 charitable organizations. Of its 12,071 accounts, just 10% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees typically depend on which service is offered. Fees billed by Synovus Securities, Inc most likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

715 Colorado Avenue
Stuart, FL 34994

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Synovus Securities, Inc Brokerage Details

Total Assets Under Management

$5,803,534,438

FL Average: $3,570,121,308
Total Number of Employees

298

FL Average: 58
Total Number of Accounts

12,071

FL Average: 1,608
Average Account Size

$480,783

FL Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Jason Pace Work History

Jason has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Synovus Securities

2019 - Present (5 years)

Synovus Bank

2016 - 2019 (3 years)

Suntrust Advisory Services

2010 - 2019 (9 years)

Suntrust Investment Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Pace to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Synovus Securities, Inc

Erika Chambliss
Saint Simons Island, GA
Stephen Taylor
Birmingham, AL
Stephanie Desear
Port Charlotte, FL
James Mack
Atlanta, GA
Bridget Alcide
Newnan, GA
Kellie Krakoviak
Alpharetta, GA
Michael O'Connor
Alpharetta, GA
Robert Haley
Birmingham, AL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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