DFX Intelligence

Data Factory

RIA / WealthAdvisor20 years in industry

JASON BENNETT APUZZIO

Advisor at BEACON TRUST

MORRISTOWN, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3a533b11-4663-7c3b-cd6b-cbe4a36f7c45

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Nov 14, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BEACON TRUST
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 14, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Feb 11, 2023
First registration: Nov 14, 2005
Dual registered: no
Other names: JASON BENNETT APUZZIO|JASON B APUZZIO
IAPD individual key: 4926887

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEACON TRUST	Independent wealth	Dec 12, 2025	n/a	yes	MORRISTOWN, NJ	Current employment
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Feb 28, 2023	Jun 9, 2025	no	PRINCETON, NJ\|PRINCETON, NJ	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Nov 7, 2013	Dec 6, 2018	no	BRIDGEWATER, NJ\|RED BANK, NJ\|PRINCETON, NJ	Previous registration
BLACKROCK INVESTMENT MANAGEMENT, LLC	Asset manager	Sep 29, 2006	Dec 9, 2011	no	PLAINSBORO, NJ	Previous registration
MERRILL LYNCH INVESTMENT MANAGERS LP	n/a	Nov 14, 2005	Sep 29, 2006	no	PLAINSBORO, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
TRUIST ADVISORY SERVICES, INC.	BEACON TRUST	Jun 9, 2025	Dec 12, 2025	186	Firm change	Ibd to RIA
PNC WEALTH MANAGEMENT	TRUIST ADVISORY SERVICES, INC.	Dec 6, 2018	Feb 28, 2023	1,545	Firm change after gap	Ibd to ibd
BLACKROCK INVESTMENT MANAGEMENT, LLC	PNC WEALTH MANAGEMENT	Dec 9, 2011	Nov 7, 2013	699	Firm change after gap	Other
MERRILL LYNCH INVESTMENT MANAGERS LP	BLACKROCK INVESTMENT MANAGEMENT, LLC	Sep 29, 2006	Sep 29, 2006	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
283390:226547:NJ:2025-06-09	Jun 9, 2025	Dec 12, 2025	PRINCETON, NJ	Firm change

Relationships

Registered with (5)

→ BEACON TRUSTRegistered adviserregistration: current employment
Dec 12, 2025 to presentfactForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Feb 28, 2023 to Jun 9, 2025factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 7, 2013 to Dec 6, 2018factForm ADV
→ BLACKROCK INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 29, 2006 to Dec 9, 2011factForm ADV
→ MERRILL LYNCH INVESTMENT MANAGERS LPRegistered adviserregistration: previous registration
Nov 14, 2005 to Sep 29, 2006factForm ADV

Dated events

Occurred
Jun 9, 2025
Advisor changed firm
Jason Bennett Apuzzio left Truist Advisory Services, Inc. for Beacon Trust (registered 2025-12-12)
Form ADVobserved 5 days ago