Jeffrey Nelms Boone

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

• 08/2012 → Present
  Suntrust Investment Services, Inc
  Atlanta, GA
• 08/2016 → Present
  Suntrust Advisory Services
  Atlanta, GA

Previous Registrations

• 2004-03-12 → 2011-10-03
  First Horizon Advisors, Inc.
  Winston Salem, NC
  Greenville, SC
  Lee'S Summit, MO
  Las Vegas, NV
  Los Altos, CA
  Warminster, PA
  Duluth, GA
  Fairfax, VA
  Dallas, TX
  Midvale, UT
  Memphis, TN
  Greensboro, NC
  Timonium, MD
  Phoenix, AZ
  Memphis, TN
  Medina, TN
  Memphis, TN
  Cookeville, TN
  Knoxville, TN
  Maryville, TN
  Knoxville, TN
  Memphis, TN
  Bethesda, MD
  Memphis, TN
  Boise, ID
  Tustin, CA
  Longwood, FL
  St. Petersburg, FL
  Livonia, MI
  Reno, NV
  Meridian, ID
  Knoxville, TN
  Memphis, TN
  Memphis, TN
  Seattle, WA
  Bellevue, WA
  Seattle, WA
  Kirkland, WA
  Lynnwood, WA
  Dallas, TX
  Irving, TX
  Dallas, TX
  Fairfax, VA
  Mclean, VA
  Reston, VA
  Vienna, VA
  Centrevill, VA
  Richmond, VA
  Alpharetta, GA
  Reno, NV
  Englewood, CO
  Saline, MI
  Denver, CO
  Tempe, AZ
  Omaha, NE
  Plymouth Meeting, PA
  Lawrenceville, GA
  Dallas, GA
  Loganville, GA
  Rockwall, TX
  Little Elm, TX
  Ft. Worth, TX
  Bothell, WA
  Atlanta, GA
  Lancaster, PA
• 2008-09-03 → 2011-10-03
  Ftb Advisors, Inc.
  Memphis, TN

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-03-14

Other Names

• Jeff Boone