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Jennifer Leigh Burkhardt

Truist Advisory Services, Inc.

King Of Prussia, PA

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-03-02
  • PA RA
    APPROVED
    Since 2021-03-02

Branch Locations

150 S Warner Road, King Of Prussia, PA 19406 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Investment Servies, Inc. Doylestown PA 07/2016 Present
Bb&T Securities, Llc Doylestown PA 01/2018 Present
Truist Investment Services, Inc. Doylestown PA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 03/2021 Present
  • 07/2016 → Present
    Bb&T Investment Servies, Inc.
    Doylestown, PA
  • 01/2018 → Present
    Bb&T Securities, Llc
    Doylestown, PA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Doylestown, PA
  • 03/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2018-01-02 → 2021-03-02
    Bb&T Securities, Llc
    Charlotte, NC
    Allentown, PA
    Doylestown, PA
    Richmond, VA
  • 2016-07-13 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Allentown, PA
    Doylestown, PA
  • 2016-04-21 → 2016-07-12
    Cetera Investment Advisers Llc
    Doylestown, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-31
S63 Uniform Securities Agent State Law Examination 2011-07-28
  • S65 Uniform Investment Adviser Law Examination
    2016-03-31
  • S63 Uniform Securities Agent State Law Examination
    2011-07-28
Other Names
  • Jennifer Leigh Schaffner

View on SEC IAPD

Other Firms

COOPER EAGLE, LLC
LPL FINANCIAL LLC
CERTIOR FINANCIAL GROUP, LLC
MAGUIRE INVESTMENTS LLC
JURA INVESTMENTS, LLC
APOLLON FINANCIAL, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

ANDREW LEE COOPER
Rebecca Michelle Drexler-Bleivik
Peter Munley
BENJAMIN JAMES SCHLEICHER
Rijo Abraham Reji
Kristen Voigtsberger
Simon F Crew
AVI NO MIDDLE NAME KANTOR

Other Offices

COOPER EAGLE, LLC · KING OF PRUSSIA, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
CERTIOR FINANCIAL GROUP, LLC · KING OF PRUSSIA, PA
MAGUIRE INVESTMENTS LLC · KING OF PRUSSIA, PA
JURA INVESTMENTS, LLC · KING OF PRUSSIA, PA
APOLLON FINANCIAL, LLC · King of Prussia, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
BANKERS LIFE ADVISORY SERVICES, INC. · KING OF PRUSSIA, PA

More in King Of Prussia, PA

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