Jennifer Bailey Davis

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

• 04/2010 → 01/2018
  Lpl Financial Llc
  Fort Mill, SC
• 04/2018 → 08/2018
  Lpl Financial/ Home Office - Contingent
  Fort Mill, SC
• 08/2018 → 01/2022
  Independent Advisor Alliance
  Charlotte, NC
• 08/2018 → 01/2022
  Lpl Financial Llc
  Charlotte, NC
• 01/2022 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 01/2022 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC

Previous Registrations

• 2018-08-18 → 2022-01-20
  Independent Advisor Alliance, Llc
  Charlotte, NC
  Charlotte, NC
• 2018-04-24 → 2018-08-23
  Lpl Financial Llc
  Charlotte, NC
  Fort Mill, SC
• 2010-04-12 → 2018-02-06
  Lpl Financial Llc
  Charlotte, NC
  Fort Mill, SC
• 2007-10-03 → 2011-12-31
  Uvest Financial Services Group, Inc.
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2007-06-22 → 2007-10-01
  Colonial Asset Management Inc
  Charlotte, NC
  Montgomery, AL
• 2006-09-11 → 2007-06-21
  Uvest Financial Services Group, Inc.
  Charlotte, NC
  King, NC
  Winston-Salem, NC
• 2005-09-21 → 2006-08-18
  Ameriprise Financial Services, Llc
  High Point, NC
  Winston Salem, NC

Other Businesses

SURVEY TAKER POSITION: Survey Taker NATURE: I take surveys through independent survey channels. AOE, L&E Research, and a few other other companies. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: Fort Mill SC, United States DESCRIPTION: I will be contacted to take surveys based on consumer interests, ie: political, food choices, child related activities, etc. DOG SITTER POSITION: Pet Sitter NATURE: I walk dogs in my neighborhood, and occasionally dogs will stay over at my house. This is a home base business. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2019 ADDRESS: Fort Mill SC, United States DESCRIPTION: I walk the dogs when needed. I will feed them when needed. I will disburse medicine for the dog when needed. ETSY POSITION: Designer of templates NATURE: Selling templates and bundles for clients to print and use at home. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: Fort Mill SC, United States DESCRIPTION: Designing template for customers to use.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-20

Other Names

• Jennifer Ruth Bailey
• Jennifer Ruth Bailey
• Jennifer Ruth Davis