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Jessica Limtiaco Elmore

Truist Advisory Services, Inc.

Tampa, FL

CRD 2563472

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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 2023-02-06
RI RA APPROVED 2023-02-06
TX RA APPROVED_RES 2023-02-06
FL RA APPROVED 2017-03-08
  • LA RA
    APPROVED
    Since 2023-02-06
  • RI RA
    APPROVED
    Since 2023-02-06
  • TX RA
    APPROVED_RES
    Since 2023-02-06
  • FL RA
    APPROVED
    Since 2017-03-08

Branch Locations

401 E Jackson St Fl 19, Tampa, FL 33602 • 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
Suntrust Investment Services, Inc. Atlanta GA 10/2016 Present
Unemployed Tampa FL 02/2016 09/2016
Suntrust Advisory Services, Inc. Atlanta GA 01/2017 Present
  • 10/2016 → Present
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 02/2016 → 09/2016
    Unemployed
    Tampa, FL
  • 01/2017 → Present
    Suntrust Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-02-15
  • S66 Uniform Combined State Law Examination
    1999-02-15
Other Names
  • Jessica M Limtiaco
  • Jessica Martina Limtiaco
  • N/A N/A
  • Jessica Martina Valenti
  • Jessica Limtiaco Valenti

View on SEC IAPD

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