Best Investors Account Sign in

Jennifer Butterworth

Truist Advisory Services, Inc.

Mount Juliet, TN

CRD 8219769

Claim This Profile
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
TN RA APPROVED 2026-05-15
  • TN RA
    APPROVED
    Since 2026-05-15

Branch Locations

1691 N Mount Juliet Rd, Mount Juliet, TN 37122 • 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
State Farm Palm Beach Garden FL 06/2016 06/2017
Truist Bank Mt Juliet TN 06/2017 01/2026
Truist Investment Services, Inc Agent Mt Juliet TN 01/2026 Present
Truist Advisory Services, Inc Mt Juliet TN 05/2026 Present
  • 06/2016 → 06/2017
    State Farm
    Palm Beach Garden, FL
  • 06/2017 → 01/2026
    Truist Bank
    Mt Juliet, TN
  • 01/2026 → Present
    Truist Investment Services, Inc Agent
    Mt Juliet, TN
  • 05/2026 → Present
    Truist Advisory Services, Inc
    Mt Juliet, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-02
  • S66 Uniform Combined State Law Examination
    2026-05-02
Other Names
  • Jennifer Mckeon
  • Jenniffer Marotta

View on SEC IAPD

Nearby Firms

LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
BROOKSTONE WEALTH ADVISORS, LLC

Nearby Investors

BRYAN CLARK DE CUIR
KATHRYN MURPHY
MARTIN DALTON PORTER

Nearby Offices

LPL FINANCIAL LLC · MT. JULIET, TN
PRIVATE ADVISOR GROUP, LLC · Mount Juliet, TN
PRIVATE ADVISOR GROUP, LLC · Mount Juliet, TN

More in Mount Juliet, TN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor