Joseph Cummings Levi

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

• 08/2016 → 04/2018
  Synovus Securities, Inc.
  Nashville, TN
• 08/2016 → 04/2018
  Synovus Bank
  Nashville, TN
• 04/2018 → 10/2020
  Jpmorgan Chase Bank Na
  Nashville, TN
• 04/2018 → 10/2020
  Jpmorgan Securities Llc
  Nashville, TN
• 10/2020 → Present
  Suntrust Advisoy Inc
  Atlanta, GA
• 10/2020 → Present
  Suntrust Investment Services, Inc
  Atlanta, GA

Previous Registrations

• 2016-08-08 → 2018-05-01
  Synovus Securities, Inc.
  Nashville, TN
  Birmingham, AL
• 2004-11-15 → 2016-08-12
  Robert W. Baird & Co. Incorporated
  Nashville, TN
  Nashville, TN
• 2003-07-15 → 2004-09-28
  Powelljohnson
  Nashville, TN

Other Businesses

Entity Name: YMCA Foundation of Middle Tennessee Investment related: No Address: 1000 Nashville, TN Nature of the other business: YMCA Position/Title/Relationship: Director Start Date: 01-Jan-2017 Approximate # of hours a month: 8 hours per year Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Vice President and Treasurer of the Board

Exams

• S66 Uniform Combined State Law Examination
  2003-07-09
• S63 Uniform Securities Agent State Law Examination
  1997-12-03

Other Names

• Joe Levi
• Joseph Cummings Levi
• Joseph Levi