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Jeffrey Alex Banack

Truist Advisory Services, Inc.

Port Saint Lucie, FL

CRD 8127435

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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
FL RA APPROVED 2026-03-20
  • FL RA
    APPROVED
    Since 2026-03-20

Branch Locations

10331 Sw Village Center Dr, Port Saint Lucie, FL 34987 • 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
One Way Valet Stuart FL 04/2016 12/2020
Truist Bank Orlando FL 05/2022 11/2023
Bank Of New York Lake Mary FL 11/2023 06/2025
Truist Investment Service ,Inc Port Sainr Lucie FL 07/2025 Present
University Of Central Floida Orlando FL 08/2017 05/2022
  • 04/2016 → 12/2020
    One Way Valet
    Stuart, FL
  • 05/2022 → 11/2023
    Truist Bank
    Orlando, FL
  • 11/2023 → 06/2025
    Bank Of New York
    Lake Mary, FL
  • 07/2025 → Present
    Truist Investment Service ,Inc
    Port Sainr Lucie, FL
  • 08/2017 → 05/2022
    University Of Central Floida
    Orlando, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-13
  • S66 Uniform Combined State Law Examination
    2026-03-13

View on SEC IAPD

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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PORT SAINT LUCIE, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Port St Lucie, FL
J.P. MORGAN SECURITIES LLC · PORT ST LUCIE, FL

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