Jimmy Allen Barker

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2009 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
• 06/2011 → 08/2018
  Bank Of America,N.A.
  Nashville, TN
• 08/2018 → Present
  Bb&T Securities
  Nashville, TN
• 02/2021 → Present
  Truist Investment Services, Inc.
  Nashville, TN
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-08-24 → 2021-02-17
  Bb&T Securities, Llc
  Nashville, TN
  Richmond, VA
• 2009-10-23 → 2018-08-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
• 2003-03-26 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Nashville, TN
  Nashville, TN

Other Businesses

HILLWOOD COUNTRY CLUB POSITION: Cycling Instructor NATURE: I teach a 1 hr group spin (cycling) class every Sat. morning at 9:30AM. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/03/2018 ADDRESS: 6201 Hickory Valley Rd, Nashville TN 37205 JBCK, GP POSITION: partner NATURE: JBCK, GP is a general partnership in which we use to passively participate in private real estate/equity deals thru mutual friends/acquaintances. JBCK, GP is bank checking account (only). Neither partner receives any form of compensation (other than our personal investment returns) from said investment nor do we solicit any clients or Truist customers. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2018 ADDRESS: Nashville TN, United States DESCRIPTION: Simply one-half of this general partnership. This is not really a business, it's merely a partnership bank account used for private real estate/equity deals.

Exams

• S66 Uniform Combined State Law Examination
  2003-03-21
• S63 Uniform Securities Agent State Law Examination
  1993-08-20

Other Names

• Jim Barker