Jennifer Anne Ploehn

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

• 09/2008 → 02/2021
  Suntrust Investment Services,Inc.
  Atlanta, GA
• 09/2016 → 02/2021
  Suntrust Advisory Services
  Atlanta, GA
• 02/2021 → 11/2021
  Truist Investment Services, Inc.
  Raleigh, NC
• 02/2021 → 11/2021
  Truist Advisory Services, Inc.
  Raleigh, NC
• 11/2021 → Present
  Truist Investment Services, Inc.
  Raleigh, NC
• 11/2021 → Present
  Truist Advisory Services, Inc.
  Raleigh, NC

Other Businesses

XYNGULAR POSITION: Distributor NATURE: Xyngular is the leader in weight loss and wellness supplements INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/25/2023 ADDRESS: LEHI UT, United States DESCRIPTION: Provide information on the supplements SCENTSY POSITION: Consultant NATURE: Delivering amazing fragrance experiences -- and how it makes life better. From our flagship scented wax and wax warmers to building and nurturing an all-are-welcome family of consultants, we're all about filling lives with fragrance! INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: Meridian ID, United States DESCRIPTION: Informing people of the scent products they offer and taking orders

Exams

• S66 Uniform Combined State Law Examination
  2008-10-17
• S63 Uniform Securities Agent State Law Examination
  2000-09-25

Other Names

• Jennifer Anne Jewell