Yanette Sullivan

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

• 10/2012 → 03/2019
  J.P. Morgan Securities Llc
  Orlando, FL
• 10/2014 → 06/2017
  Jpmorgan Chase Bank, N.A
  Orlando, FL
• 06/2017 → 03/2019
  Jpmorgan Chase Bank, N.A
  Orlando, FL
• 03/2019 → 06/2020
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 03/2019 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA
• 06/2020 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA

Previous Registrations

• 2015-03-16 → 2019-03-08
  J.P. Morgan Securities Llc
  Kissimmee, FL
  Winter Park, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Kissimmee, FL
  Orlando, FL
  Kissimmee, FL
  Kissimmee, FL
  Kissimmee, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL

Exams

• S66 Uniform Combined State Law Examination
  2015-02-26
• S63 Uniform Securities Agent State Law Examination
  2007-06-28

Other Names

• Yanette Forbes
• Yanette Oquendo