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Justin Isaiah Harmon

Truist Advisory Services, Inc.

New York, NY

CRD 5965140

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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:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-26
  • NY RA
    APPROVED
    Since 2021-07-26

Branch Locations

50 Hudson Yards Fl 69, New York, NY 10001 • 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
Truist Investment Services Atlanta GA 01/2021 Present
Suntrust Advisory Services Atlanta GA 01/2021 Present
Xchange Leasing Miami FL 05/2016 01/2018
Randstad Miami FL 01/2018 05/2020
Not Employed Miami FL 06/2020 12/2020
  • 01/2021 → Present
    Truist Investment Services
    Atlanta, GA
  • 01/2021 → Present
    Suntrust Advisory Services
    Atlanta, GA
  • 05/2016 → 01/2018
    Xchange Leasing
    Miami, FL
  • 01/2018 → 05/2020
    Randstad
    Miami, FL
  • 06/2020 → 12/2020
    Not Employed
    Miami, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-06-18
S65 Uniform Investment Adviser Law Examination 2021-06-02
  • S63 Uniform Securities Agent State Law Examination
    2021-06-18
  • S65 Uniform Investment Adviser Law Examination
    2021-06-02
Other Names
  • Justin Harmon

View on SEC IAPD

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