Ronald Jeffrey Brown

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 → Present
  Truist Investment Services, Inc.
  Severna Park, MD
• 08/2016 → Present
  Truist Advisory Services, Inc.
  Severna Park, MD

Previous Registrations

• 2007-09-14 → 2016-08-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Easton, MD
• 2007-04-02 → 2007-09-18
  Morgan Stanley & Co. Llc
  Easton, MD
  Annapolis, MD
• 2005-07-12 → 2007-04-02
  Morgan Stanley Dw Inc.
  Easton, MD
  Easton, MD
  Easton, MD
  Annapolis, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-11
• S63 Uniform Securities Agent State Law Examination
  2003-04-03

Other Names

• Jeff Brown
• R J Brown