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Jennifer Craven Laughlin

Truist Advisory Services, Inc.

Winston Salem, NC

CRD 6420063

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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
NC RA APPROVED 2020-01-29
  • NC RA
    APPROVED
    Since 2020-01-29

Branch Locations

110 S Stratford Road Suit2 502, Winston Salem, NC 27104 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensboro NC 11/2014 10/2018
Suntrust Investment Services Greensboro NC 10/2018 07/2019
Suntrust Investment Services, Inc Atlanta GA 07/2019 Present
Suntrust Advisory Services, Inc Greensboro NC 01/2020 Present
  • 11/2014 → 10/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Greensboro, NC
  • 10/2018 → 07/2019
    Suntrust Investment Services
    Greensboro, NC
  • 07/2019 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 01/2020 → Present
    Suntrust Advisory Services, Inc
    Greensboro, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-23
  • S66 Uniform Combined State Law Examination
    2019-12-23
Other Names
  • Jennifer Leigh Craven
  • Jennifer Jones
  • Jennifer Craven Jones

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES

Nearby Investors

JASON PAUL STERN
RYAN EDWARD BEAUDRY
CARLA WICKLINE THRASHER

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · WINSTON SALEM, NC
LPL FINANCIAL LLC · WINSTON SALEM, NC
EDWARD JONES · WINSTON SALEM, NC

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