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Jacob Keith Reid

Truist Advisory Services, Inc.

Atlanta, GA

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-03-13
  • GA RA
    APPROVED
    Since 2024-03-13

Branch Locations

303 Peachtree Street Ne Fl 31, Atlanta, GA 30308 • 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
Bank Of America Charlotte NC 02/2022 01/2024
The Looma Project Raleigh NC 07/2017 08/2021
Full-Time Education Florence 09/2021 11/2021
Unemployed Cary NC 12/2021 01/2022
Bank Of America Charlotte NC 05/2021 08/2021
Full-Time Education Chapel Hill NC 09/2020 04/2021
Captrust Raleigh NC 05/2020 08/2020
Townebank Raleigh NC 05/2019 08/2019
Full-Time Education Charlotte NC 09/2019 04/2020
Paragon Bank Raleigh NC 05/2018 08/2018
Full-Time Education Charlotte NC 09/2018 04/2019
Full-Time Education Raleigh NC 01/2013 04/2018
Truist Advisory Services, Inc. Atlanta GA 01/2024 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-11
  • S65 Uniform Investment Adviser Law Examination
    2024-03-11
Designations
Other Names
  • Jake Reid

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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