Natalie Ruth Mason

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

• 07/2012 → 02/2017
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 07/2012 → 02/2017
  Suntrust Bank
  Eustis, FL
• 08/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA
• 02/2017 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 02/2017 → Present
  Suntrust Bank, Inc.
  Eustis, FL
• 12/2019 → Present
  Bb&T Securities, Llc.
  Richmond, VA

Previous Registrations

• 2019-12-23 → 2021-03-02
  Bb&T Securities, Llc
  Eustis, FL
  Eustis, FL
  Richmond, VA
  Charlotte, NC
  Richmond, VA
• 2008-10-07 → 2012-07-06
  Jackson Wealth Management, Llc
  Heathrow, FL
  Lake Mary, FL
• 2006-11-13 → 2008-10-02
  Raymond James Financial Services, Inc.
  Heathrow, FL
• 2004-03-18 → 2006-09-18
  Banc Of America Investment Services, Inc.
  Leesburg, FL
  Leesburg, FL

Exams

• S66 Uniform Combined State Law Examination
  2003-03-03

Designations

• Certified Financial Planner

Other Names

• Natalie Jones
• Natalie Ruth Jones