James Peter Brennan

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

• 12/2005 → 12/2017
  Genspring Family Offices, Llc
  St. Petersburg, FL
• 04/2018 → 10/2021
  Ernst & Young
  Tampa, FL
• 10/2021 → Present
  Truist Investment Services, Inc.
  Atlanta, GA
• 10/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA
• 01/2018 → 03/2018
  Unemployed
  Tampa, FL

Previous Registrations

• 2006-07-19 → 2017-12-31
  Gfo Advisory Services, Llc
  St. Petersburg, FL
• 2003-06-30 → 2005-11-15
  Kpmg Investment Advisors
  Tampa, FL

Other Businesses

DOMINION FINANCIAL GROUP POSITION: Board of Director NATURE: Family Investment Vehicle INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/06/2022 ADDRESS: Tampa FL, United States DESCRIPTION: Advisory Board Member

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-11

Designations

• Certified Financial Planner