Jacob Keith Reid

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

• 02/2022 → 01/2024
  Bank Of America
  Charlotte, NC
• 07/2017 → 08/2021
  The Looma Project
  Raleigh, NC
• 09/2021 → 11/2021
  Full-Time Education
  Florence
• 12/2021 → 01/2022
  Unemployed
  Cary, NC
• 05/2021 → 08/2021
  Bank Of America
  Charlotte, NC
• 09/2020 → 04/2021
  Full-Time Education
  Chapel Hill, NC
• 05/2020 → 08/2020
  Captrust
  Raleigh, NC
• 05/2019 → 08/2019
  Townebank
  Raleigh, NC
• 09/2019 → 04/2020
  Full-Time Education
  Charlotte, NC
• 05/2018 → 08/2018
  Paragon Bank
  Raleigh, NC
• 09/2018 → 04/2019
  Full-Time Education
  Charlotte, NC
• 01/2013 → 04/2018
  Full-Time Education
  Raleigh, NC
• 01/2024 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-11

Designations

• Chartered Financial Analyst

Other Names

• Jake Reid