Willy Alberto Gamez

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

• 11/2009 → 10/2017
  Jpmorgan Chase Bank Na
  Bloomingdale, IL
• 10/2012 → 10/2017
  J.P. Morgan Securities Llc
  Miami, FL
• 10/2017 → Present
  Suntrust Investment Services, Inc.
  Atlanta, FL
• 10/2017 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2012-10-01 → 2017-11-09
  J.P. Morgan Securities Llc
  Melrose Park, IL
  Addison, IL
  Addison, IL
  Northlake, IL
  River Grove, IL
  Pinecrest, FL
  Pinecrest,, FL
• 2011-11-15 → 2012-10-01
  Chase Investment Services Corp.
  Bloomingdale, IL
  Oak Park, IL
  Addison, IL
  Addison, IL
  Melrose Park, IL

Exams

• S66 Uniform Combined State Law Examination
  2011-11-11
• S63 Uniform Securities Agent State Law Examination
  2005-05-31

Other Names

• Willy A Gamez