Justin Christopher Gibson

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

• 08/2013 → 07/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 09/2013 → 07/2020
  Bank Of America, N.A.
  Dallas, TX
• 07/2020 → Present
  Bb&T Securities
  Dallas, TX
• 02/2021 → Present
  Truist Investment Services, Inc.
  Dallas, TX
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2020-07-30 → 2021-02-17
  Bb&T Securities, Llc
  Dallas, TX
  Richmond, VA
• 2013-08-26 → 2020-07-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Dallas, TX
• 2012-07-09 → 2013-08-26
  Morgan Stanley
  Dallas, TX

Other Businesses

BERKEY FAMILY INVESTMENT LP POSITION: Partner NATURE: This is a family limited partnership that is for estate planning purposes for my wife and I. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2019 ADDRESS: 3140 Southwestern Blvd, Dallas TX 75225 13700 NORTH SHORE WAY LLC POSITION: Manager NATURE: The entity was created to put our lake house into for protective and planning purposes. It is owned by our Family Limited Partnership. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2024 ADDRESS: Dallas TX, United States DESCRIPTION: There are no duties. This entity only exists to hold the Family LP property.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-07