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Jennifer Marie Ritorto

Truist Advisory Services, Inc.

Atlanta, GA

CRD 5019869

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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
LA RA APPROVED 2017-04-12
TX RA APPROVED 2017-03-13
GA RA APPROVED 2016-09-20
  • LA RA
    APPROVED
    Since 2017-04-12
  • TX RA
    APPROVED
    Since 2017-03-13
  • GA RA
    APPROVED
    Since 2016-09-20

Branch Locations

3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Suntrust Investment Services, Inc. Atlanta GA 07/2010 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
  • 07/2010 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
Previous Registrations
Other Businesses

N GA SCHOOL OF BALLET POSITION: Dance Teacher NATURE: Dance instruction to children INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: Atlanta GA, United States DESCRIPTION: Dance instructor to children. ACORN TO OAKS FOUNDATION POSITION: 100 Days of Giving Chair NATURE: Fundraising arm of elementary school with sole mission of enriching and supplementing learning for all students at Garden Hills Elementary School INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: Atlanta GA, United States DESCRIPTION: Chairperson of 100 Days of Giving- reach out to existing donors, parents of students at elementary school, and prospective donors to raise funds for school. KENNTORTO LLC POSITION: Co-Owner NATURE: LLC to hold real estate property. This property will not generate any income. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2024 ADDRESS: Atlanta GA, United States DESCRIPTION: Owner of LLC to hold real estate.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-26
  • S66 Uniform Combined State Law Examination
    2005-10-26
Designations
  • Certified Financial Planner
Other Names
  • Jennifer Marie Ritorto
  • Jennifer Marie Ritorto
  • Jennifer Ritorto Williamson
  • Jennifer Ritorto Williamson

View on SEC IAPD

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