Jessica Renee Phillips

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Norfolk, VA
• 11/2016 → 07/2018
  Wells Fargo Clearing Services, Llc
  Norfolk, VA
• 08/2018 → Present
  Suntrust Investment Services, Inc
  Atlanta, GA
• 08/2018 → Present
  Suntrust Advisory Services, Inc
  Atlanta, GA
• 12/2019 → Present
  Bb&T Securities, Llc
  Richmond, VA

Previous Registrations

• 2005-01-12 → 2018-08-14
  Wells Fargo Clearing Services, Llc
  Norfolk, VA
  Norfolk, VA
  Richmond, VA
  Virginia Beach, VA
• 2001-09-04 → 2002-07-03
  Ameriprise Financial Services, Llc
  Virginia Beach, VA

Exams

• S66 Uniform Combined State Law Examination
  2005-01-11

Other Names

• Jessica Renee Dozier
• Jessica Phillips