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Jordan Grant Perry

Truist Advisory Services, Inc.

Hunt Valley, MD

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2023-01-18
MD RA APPROVED 2022-06-07
  • LA RA
    APPROVED
    Since 2023-01-18
  • MD RA
    APPROVED
    Since 2022-06-07

Branch Locations

307 International Cir Ste 600, Hunt Valley, MD 21030 • 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
T. Rowe Price Baltimore MD 06/2019 06/2020
University Of Maryland College Park College Park MD 09/2016 05/2019
Cowan Systems Baltimore MD 06/2017 01/2019
Lax World Towson MD 04/2015 08/2017
Bb&T Securities Hunt Valley MD 06/2020 Present
Truist Investment Services, Inc. Hunt Valley MD 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 06/2019 → 06/2020
    T. Rowe Price
    Baltimore, MD
  • 09/2016 → 05/2019
    University Of Maryland College Park
    College Park, MD
  • 06/2017 → 01/2019
    Cowan Systems
    Baltimore, MD
  • 04/2015 → 08/2017
    Lax World
    Towson, MD
  • 06/2020 → Present
    Bb&T Securities
    Hunt Valley, MD
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Hunt Valley, MD
  • 02/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
  • 2021-02-17 → 2021-02-17
    Bb&T Securities, Llc
    Hunt Valley, MD
    Richmond, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-16
S63 Uniform Securities Agent State Law Examination 2019-12-31
  • S65 Uniform Investment Adviser Law Examination
    2021-02-16
  • S63 Uniform Securities Agent State Law Examination
    2019-12-31

View on SEC IAPD

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Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD
ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD
GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD
MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD
BUSH RIVER TRUST, LLC · HUNT VALLEY, MD
OSAIC WEALTH, INC. · HUNT VALLEY, MD
INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD
AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

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