Jeffrey Ian Kerstine

Current Employers

Fifth Third Wealth Advisors Llc

38 Fountain Square Plaza, Cincinnati, OH 45263 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-06-13

TX RA
APPROVED

Since 2024-06-13

Branch Locations

8333 Douglas Avenue, Dallas, TX 75225 • 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

Organization	City	State	From	To
Truist Advisory Services, Inc.	Dallas	TX	07/2021	06/2024
Bb&T Wealth	Dallas	TX	03/2017	07/2021
Unemployed	Plano	TX	07/2016	03/2017
Fifth Third Wealth Advisors Llc	Dallas	TX	06/2024	Present

07/2021 → 06/2024

Truist Advisory Services, Inc.

Dallas, TX
03/2017 → 07/2021

Bb&T Wealth

Dallas, TX
07/2016 → 03/2017

Unemployed

Plano, TX
06/2024 → Present

Fifth Third Wealth Advisors Llc

Dallas, TX

Previous Registrations

2021-07-30 → 2024-05-10

Truist Advisory Services, Inc.

Dallas, TX

Dallas, TX
2003-06-25 → 2016-07-28

Greystone Investment Management, Llc

Cincinnati, OH

Other Businesses

JFS FOUNDATION POSITION: Chair NATURE: Supports the long-term viability of the mental health and social services of the Jewish Family Service Agency through planned giving and endowments INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/26/2020 ADDRESS: , Dallas TX , United States DESCRIPTION: Overseeing the Board of Trustees and periodic Foundation Board meetings discussing annual budgets, investment portfolio and funds needed by JFS Agency.