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Jennifer Marie James

Truist Advisory Services, Inc.

Charlotte, NC

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2018-09-28
  • NC RA
    APPROVED
    Since 2018-09-28

Branch Locations

4777 Sharon Rd Fl 2, Charlotte, NC 28210 • 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
Wells Fargo Advisors, Llc Charlotte NC 05/2013 11/2016
Wells Fargo Clearing Services, Llc Charlotte NC 11/2016 09/2018
Suntrust Investment Services Charlotte NC 09/2018 Present
Suntrust Advisory Services, Inc Atlanta GA 09/2018 Present
  • 05/2013 → 11/2016
    Wells Fargo Advisors, Llc
    Charlotte, NC
  • 11/2016 → 09/2018
    Wells Fargo Clearing Services, Llc
    Charlotte, NC
  • 09/2018 → Present
    Suntrust Investment Services
    Charlotte, NC
  • 09/2018 → Present
    Suntrust Advisory Services, Inc
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-19
  • S66 Uniform Combined State Law Examination
    2014-05-19
Designations
Other Names
  • Jennifer Marie Anderson

View on SEC IAPD

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FIRST TRYON ADVISORS · CHARLOTTE, NC
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MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
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ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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