Paul Jones

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

• 10/2014 → 01/2019
  Bank Of America, N.A.
  Apopka, FL
• 10/2014 → 01/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Apopka, FL
• 01/2019 → 04/2019
  Schwab Private Client Investment Advisory, Inc.
  Orlando, FL
• 01/2019 → 04/2019
  Charles Schwab & Co., Inc.
  Orlando, FL
• 04/2019 → 05/2021
  J.P. Morgan Securities, Llc
  Orlando, FL
• 04/2019 → 05/2021
  Jpmorgan Chase Bank, N.A.
  Orlando, FL
• 08/2017 → 09/2017
  Bb&T Corp
  Orlando, FL
• 05/2021 → 06/2021
  Unemployed
  Winter Garden, FL
• 06/2021 → 07/2025
  Truist Investment Services, Inc.
  Orlando, FL
• 06/2021 → 07/2025
  Trust Advisory Services, Inc.
  Orlando, FL
• 07/2025 → 01/2026
  Charles Schwab & Co., Inc.
  Orlando, FL
• 01/2026 → Present
  Truist Investment Services, Inc.
  Orlando, FL
• 01/2026 → Present
  Truist Advisory Services, Inc.
  Orlando, FL
• 06/2026 → Present
  Truist Investment Services, Inc.
  Winter Garden, FL
• 06/2026 → Present
  Truist Advisory Services, Inc.
  Winter Garden, FL

Previous Registrations

• 2025-08-06 → 2026-02-07
  Charles Schwab & Co., Inc.
  Orlando, FL
• 2021-07-22 → 2025-07-29
  Truist Advisory Services, Inc.
  Atlanta, GA
  Orlando, FL
• 2019-05-20 → 2021-05-14
  J.P. Morgan Securities Llc
  Orlando, FL
  Winter Park, FL
  Orlando, FL
• 2019-01-18 → 2019-04-15
  Schwab Wealth Advisory, Inc.
  Orlando, FL
• 2014-11-12 → 2019-01-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Apopka, FL
  Apopka, FL
  Longwood, FL
  Maitland, FL
  Apopka, FL
  Jacksonville, FL
  Apopka, FL
  Longwood, FL
  Orlando, FL
  Apopka, FL
  Apopka, FL
  Apopka, FL
  Altamonte Springs, FL
  Longwood, FL
  Longwood, FL
  Apopka, FL
• 2013-11-08 → 2014-10-20
  Morgan Stanley
  Winter Park, FL
• 2011-10-24 → 2013-10-07
  Truist Investment Services, Inc.
  Orlando, FL
• 2011-08-01 → 2011-10-05
  Chase Investment Services Corp.
  Ocoee, FL
  Orlando, FL
• 2009-03-12 → 2011-07-15
  Truist Investment Services, Inc.
  Orlando, FL
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-03-04
• S63 Uniform Securities Agent State Law Examination
  2006-12-22

Designations

• Certified Financial Planner

Other Names

• Paul Gerard Jones