Jason Lail
Advisor at Merrill
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.
Firm
Merrill
Location
Granite Falls, NC
Credentials
Series 63, Series 65
Industry experience
26 years
About
Jason Lail serves as an Associate Resident Director at Merrill Lynch Wealth Management. In this role, he works closely with families to identify their financial goals, strategically allocate assets, and monitor progress toward achieving those objectives over time. His approach centers on creating personalized plans that address retirement planning, retirement income, and family wealth management strategies.
Jason brings extensive experience to his practice, having been in the financial services industry since 1999. Prior to joining Merrill Lynch Wealth Management in 2009, he spent nine years with another Wall Street firm. He holds several professional designations, including the Chartered Retirement Planning Counselor™ (CRPC™), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jason earned a bachelor's degree from the University of North Carolina at Chapel Hill.
Outside of his professional work, Jason dedicates time to volunteering as a youth athletics coach and is active in his church. He resides in Granite Falls, North Carolina, with his wife Jennifer and their two sons. His personal interests include adventure sports, baseball, cooking, football, golfing, hunting, running, and traveling.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
General retirement planning
Retirement income strategy
Income planning
Wealth management
Demographic focus
Parents
Young Families
Work history
Bank Of America, N.a.
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2009 - Present (17 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
Deaton S
CFP®, ChFC®
Hickory, NC
Thayer Financial, L.L.C.
I’m Deaton Smith and I am the founder of Thayer Financial, a CERTIFIED FINANCIAL PLANNER™ professional, a West Point graduate and OEF Veteran. I named Thayer Financial after the founding father of West Point because I envision my company as something bigger than me. It embodies the same values and principles of my time at West Point and in the Army: Duty, Honor, Integrity, and Loyalty. These values are at the very core of everything I do and stand for. The existing business model is drowning in a sea of “trust me” salespeople all riddled with major conflicts of interest and complicated financial products that pay exorbitant commissions. This is why I created my own firm. My values and beliefs did not line up with any of these major firms and I knew that there had to be a better way to serve my clients. That’s why I launched a fee-only Registered Investment Adviser that is legally obligated to work as a fiduciary 100% of the time. I don’t accept commissions, referral fees, kickbacks, free vacations, or marketing dollars from insurance companies or investment companies. The only way I get paid is directly from my clients for the services that I provide, which allows my clients to weigh the true cost of the advice they are receiving.
Martin S
Series 63, Series 66
Morganton, NC
Edward Jones
Chad B
Series 66
Morganton, NC
Edward Jones
Sarah W
Series 66
Newton, NC
Edward Jones
Daniel W
Series 66
Conover, NC
Edward Jones
Denise C
Series 66
Hickory, NC
Edward Jones
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