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Jennifer C Nease

Truist Advisory Services, Inc.

Martinsville, VA

CRD 2554423

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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
VA RA APPROVED 2021-02-17
  • VA RA
    APPROVED
    Since 2021-02-17

Branch Locations

238 E Church St, Martinsville, VA 24112 • 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
Bb&T Investment Services, Inc. Charlotte NC 07/1999 02/2021
Bb&T Securities, Llc Ridgeway VA 01/2018 02/2021
Truist Investment Services, Inc. Martinsville VA 02/2021 Present
Truist Advisory Services, Inc. Martinsville VA 02/2021 Present
  • 07/1999 → 02/2021
    Bb&T Investment Services, Inc.
    Charlotte, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Ridgeway, VA
  • 02/2021 → Present
    Truist Investment Services, Inc.
    Martinsville, VA
  • 02/2021 → Present
    Martinsville, VA
Previous Registrations
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Danville, VA
    South Boston, VA
    Chatham, VA
    Martinsville, VA
    Charlotte, NC
    Virginia Beach, VA
    Collinsville, VA
    Ridgeway, VA
    South Boston, VA
    Richmond, VA
  • 2002-11-22 → 2018-01-02
    Bb&T Investment Services, Inc.
    Danville, VA
    South Boston, VA
    Stanleytown, VA
    Martinsville, VA
    Collinsville, VA
    Ridgeway, VA
    Charlotte, NC
    Stanleytown, VA
    Charlotte, NC
    Collinsville, VA
    Stanleytown, VA
    Huntington, WV
    Ridgeway, VA
    Virginia Beach, VA
Other Businesses

Name of Business: Rental Home Address: Columbia, SC Position: Owner Nature: Own a condo in Columbia, SC as second home. Have opportunity to rent it out during times of the year I do not use. Start Date: 04/01/2021 Investment Related: No Number of Hours: 0 Securities Trading Hours: 0 Description: Ownership

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-21
S65 Uniform Investment Adviser Law Examination 1996-06-10
S63 Uniform Securities Agent State Law Examination 1995-04-17
  • S66 Uniform Combined State Law Examination
    2002-11-21
  • S65 Uniform Investment Adviser Law Examination
    1996-06-10
  • S63 Uniform Securities Agent State Law Examination
    1995-04-17
Other Names
  • Jennifer Lane Collins
  • Jennifer Lane Collins Nease
  • Jennifer L Collins Nease
  • Jennifer Collins Nease

View on SEC IAPD

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