Best Investors Account Sign in

Jason M. Kelley

Truist Advisory Services, Inc.

Greenville, SC

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2023-09-05
  • SC RA
    APPROVED
    Since 2023-09-05

Branch Locations

2 W Washington St Fl 8, Greenville, SC 29601 • 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
Suntrust Investment Services, Inc Mauldin SC 01/2005 02/2018
Suntrust Investment Services Greenville SC 09/2016 02/2018
Ubs Financial Services Greenville SC 03/2018 08/2018
Hubbell Lighting Greenville SC 11/2018 02/2019
Suntrust Investment Services, Inc Atlanta GA 02/2019 08/2022
Wells Fargo Clearing Services, Llc Myrtle Beach SC 08/2022 09/2023
Truist Investment Services, Inc. Greenville SC 09/2023 Present
Truist Advisory Services, Inc. Greenville SC 09/2023 Present
  • 01/2005 → 02/2018
    Suntrust Investment Services, Inc
    Mauldin, SC
  • 09/2016 → 02/2018
    Suntrust Investment Services
    Greenville, SC
  • 03/2018 → 08/2018
    Ubs Financial Services
    Greenville, SC
  • 11/2018 → 02/2019
    Hubbell Lighting
    Greenville, SC
  • 02/2019 → 08/2022
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 08/2022 → 09/2023
    Wells Fargo Clearing Services, Llc
    Myrtle Beach, SC
  • 09/2023 → Present
    Truist Investment Services, Inc.
    Greenville, SC
  • 09/2023 → Present
    Truist Advisory Services, Inc.
    Greenville, SC
Previous Registrations
  • 2022-08-05 → 2023-08-15
    Wells Fargo Clearing Services, Llc
    Greenville, SC
  • 2019-02-25 → 2022-08-02
    Truist Advisory Services, Inc.
    Easley, SC
    Easley, SC
    Easley, SC
  • 2018-04-02 → 2018-09-07
    Ubs Financial Services Inc.
    Greenville, SC
  • 2016-09-13 → 2018-03-02
    Truist Advisory Services, Inc.
    Greenville, SC
  • 2007-07-03 → 2016-12-31
    Truist Investment Services, Inc.
    Greenville, SC
    Greenville, SC
    Mauldin, SC
    Greenville, SC
    Greenville, SC
    Taylors, SC
    Greenville, SC
    Taylors, SC
    Simpsonville, SC
    Fountain Inn, SC
    Simpsonville, SC
    Greenville, SC
    Greenville, SC
    Mauldin, SC
    Greenville, SC
    Easley, SC
    Mauldin, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-06-28
S63 Uniform Securities Agent State Law Examination 2005-04-22
  • S66 Uniform Combined State Law Examination
    2007-06-28
  • S63 Uniform Securities Agent State Law Examination
    2005-04-22
Other Names
  • Jason Michael Kelley
  • Jason M Kelley

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
FORTIS CAPITAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
THE HUNTINGTON INVESTMENT COMPANY
AMERIPRISE FINANCIAL SERVICES, LLC
GOEPPER BURKHARDT LLC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT
FIFTH THIRD SECURITIES, INC.

Other Investors

Benjamin Kenneth Clauss
Carter Wyatt McCrary
Joy Faith Jennings
TIMOTHY SHALER SMITH
Bradley James LaRue
John Landis
William Douglas Ellison
KENNETH E HICKS

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

More in Greenville, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor