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Jeni Rachel Cobbs

Truist Advisory Services, Inc.

Atlanta, GA

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-12-21
  • GA RA
    APPROVED
    Since 2017-12-21

Branch Locations

303 Peachtree St, Ne Fl 2, Atlanta, GA 30308 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Regions Investment Management Birmingham AL 04/2012 11/2016
Genspring Family Offices, Llc Atlanta GA 11/2016 12/2017
Suntrust Advisory Services, Inc. Atlanta GA 12/2017 02/2021
Suntrust Investment Services, Inc. Atlanta GA 06/2019 02/2021
Truist Investment Services, Inc. Atlanta GA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 04/2012 → 11/2016
    Regions Investment Management
    Birmingham, AL
  • 11/2016 → 12/2017
    Genspring Family Offices, Llc
    Atlanta, GA
  • 12/2017 → 02/2021
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 06/2019 → 02/2021
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-07-13
S65 Uniform Investment Adviser Law Examination 2017-03-01
  • S63 Uniform Securities Agent State Law Examination
    2018-07-13
  • S65 Uniform Investment Adviser Law Examination
    2017-03-01
Other Names
  • Jeni Rachel Hettich
  • J. Rachel Wilson
  • Jeni Rachel Wilson
  • Rachel Cobbs

View on SEC IAPD

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Other Investors

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FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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