Jamie Necole Upton

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

• 02/2014 → 01/2019
  Bb&T Bank
  Dalton, GA
• 02/2014 → 02/2021
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Richmond, VA
• 01/2019 → 02/2021
  Bb&T
  Dalton, GA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Dalton, GA
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Dalton, GA
  Richmond, VA
• 2014-04-16 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Dalton, GA

Other Businesses

SCENTSY POSITION: Independent Consultant NATURE: Joining to save on personal purchases and that for family and friends. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 10/25/2020 ADDRESS: 2701 E. Pine Ave, Meridian ID 83642 DESCRIPTION: Represent Scentsy products to family and friends to receive a discount on products.

Exams

• S66 Uniform Combined State Law Examination
  2014-04-14
• S63 Uniform Securities Agent State Law Examination
  2001-01-27

Other Names

• Jamie Necole Reeves