Jeremy Blaine Stauss

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 05/2018
  Umb
  Ft Worth, TX
• 06/2018 → Present
  Bb&T Securities, Llc
  Richmond, VA
• 05/2018 → Present
  Bb&T
  South Lake, TX
• 02/2021 → Present
  Truist Investment Services, Inc.
  Southlake, TX
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-06-15 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Southlake, TX
  Richmond, VA
• 2016-08-26 → 2018-05-30
  Umb Financial Services, Inc.
  Ft Worth, TX
  Kansas City, MO
• 2016-04-26 → 2016-08-01
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Southlake, TX
• 2009-10-23 → 2016-04-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Addison, TX
  Fort Worth, TX
  New York, NY
  Fort Worth, TX
  Houston, TX
  Fort Worth, TX
  Fort Worth, TX
  Houston, TX
• 2008-01-09 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Addison, TX
  Addison, TX
• 2006-02-24 → 2008-01-02
  Wells Fargo Clearing Services, Llc
  Plano, TX
• 2003-04-11 → 2006-03-01
  Chase Investment Services Corp.
  Dallas, TX

Other Businesses

Epilepsy Foundation of Texas, Non-Profit, Dallas/Fort Worth Area Office, 5080 Spectrum Drive, Suite 1150E, Addison, Texas 75001, Telephone: 214-420-2737, Toll-Free: 888-548-9716, Fax: 972-392-5951, Board Member, Donna Stahlut, 20 hours per year, 0 comp WENDEB PROPERTIES LLC POSITION: Member NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2022 ADDRESS: Trophy Club, TX, United States DESCRIPTION: Rental property

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-12-16
• S63 Uniform Securities Agent State Law Examination
  2000-10-04

Designations

• Certified Financial Planner

Other Names

• Jeremy Blain Strauss
• Jeremy Blain Stauss