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Jennifer Reagan Kellett

Truist Advisory Services, Inc.

Manassas, VA

CRD 7184182

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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:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-02-17
  • VA RA
    APPROVED
    Since 2021-02-17

Branch Locations

9200 Church Street Suite 100, Manassas, VA 20110 • 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
Bb&T Securities, Llc. Manassas VA 09/2019 Present
Bb&T Manassas VA 07/2012 09/2019
Truist Investment Services, Inc. Manassas VA 02/2021 Present
Truist Advisory Services, Inc. Atlanta GA 02/2021 Present
  • 09/2019 → Present
    Bb&T Securities, Llc.
    Manassas, VA
  • 07/2012 → 09/2019
    Bb&T
    Manassas, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Manassas, VA
  • 02/2021 → Present
    Atlanta, GA
Previous Registrations
  • 2020-05-18 → 2021-02-17
    Bb&T Securities, Llc
    Manassas, VA
    Charlotte, NC
    Manassas, VA
    Richmond, VA
Other Businesses

JENNIFER KELLETT PHOTOGRAPHY POSITION: Sole Proprietor NATURE: I am the sole proprietor and photographer for my very small photography business. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/24/2013 ADDRESS: 10340Launch Circle, Apt 203, Manassas VA 20109

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-15
S63 Uniform Securities Agent State Law Examination 2020-03-04
  • S65 Uniform Investment Adviser Law Examination
    2020-05-15
  • S63 Uniform Securities Agent State Law Examination
    2020-03-04
Other Names
  • Jennifer Reagan Kellett Christy

View on SEC IAPD

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