Jason Apuzzio
Advisor at Beacon Trust
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jason Apuzzio is a financial advisor at Beacon Trust with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Truist Investment Services Inc. and PNC Investments LLC. Beacon Trust serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities, offering financial planning, tax preparation, and discretionary portfolio management. The firm employs an open-architecture investment approach with a risk-first framework and provides integrated trust and banking referral capabilities through its affiliation with a chartered trust company and bank holding company.
Client services
Based on Beacon Trust
Financial planning
Portfolio management
Selection of other advisers
Consulting
Expertise
Based on Beacon Trust
Active portfolio management
Factor investing / smart beta
Tax-loss harvesting
Private / alternative investments
Options & derivatives strategies
Fee options
$0 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $15,000,000: 0.75% $15,000,001+: 0.50%
Account minimum: $500,000 Minimum fee: Generally a minimum annual fee of $5,000 when minimum portfolio size is waived. Fee-only: Fixed financial planning fees generally ranging from $5,000 to $15,000 depending on scope; planning fee component waived for clients with AUM over $1,000,000.
Location
163 Madison Avenue
Morristown, NJ 07960
Most active in
Jason A has reported serving >5 clients in these states in the last 12 months.
New Jersey
Work history
Truist Investment Services Inc.
2022 - Present (4 years)
Truist Advisory Services Inc.
2022 - Present (4 years)
Pnc Investments Llc
2013 - 2022 (9 years)
PNC BANK
2013 - 2022 (9 years)
PNC Bank Fiduciary
2013 - 2018 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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