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John Declan Schaefer

Truist Advisory Services, Inc.

Ponte Vedra Beach, FL

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-09
FL RA APPROVED 2021-12-20
  • TX RA
    APPROVED_RES
    Since 2023-01-09
  • FL RA
    APPROVED
    Since 2021-12-20

Branch Locations

814 N A1A Highway Ste 200, Ponte Vedra Beach, FL 32082 • 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
Bbva Securities Inc. Jacksonville FL 03/2014 08/2021
Compass Bank Birmingham AL 03/2014 08/2021
Beantown Properties Atlantic Beach FL 08/2013 Present
Beantown Partners,Southside Donuts, Llc Jacksonville FL 12/2013 05/2017
Bbva Wealth Solutions Inc. Jacksonville FL 03/2014 08/2021
Bbva Compass Insurance Agency, Inc. Austin TX 03/2014 08/2021
Pnc Investments Sarasota FL 08/2021 12/2021
Truist Investment Services, Inc. Atlanta GA 12/2021 Present
Truist Advisory Services, Inc. Atlanta GA 12/2021 Present
  • 03/2014 → 08/2021
    Bbva Securities Inc.
    Jacksonville, FL
  • 03/2014 → 08/2021
    Compass Bank
    Birmingham, AL
  • 08/2013 → Present
    Beantown Properties
    Atlantic Beach, FL
  • 12/2013 → 05/2017
    Beantown Partners,Southside Donuts, Llc
    Jacksonville, FL
  • 03/2014 → 08/2021
    Bbva Wealth Solutions Inc.
    Jacksonville, FL
  • 03/2014 → 08/2021
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 08/2021 → 12/2021
    Pnc Investments
    Sarasota, FL
  • 12/2021 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 12/2021 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-03
S63 Uniform Securities Agent State Law Examination 1995-09-07
  • S66 Uniform Combined State Law Examination
    2008-10-03
  • S63 Uniform Securities Agent State Law Examination
    1995-09-07

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
SAWGRASS ASSET MANAGEMENT LLC
CORAL REEF ADVISORS LLC
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC

Other Investors

SCOTT DOUGLAS CONROY
GALE RUSSELL CREIGHTON
DEAN EDWARD MCQUIDDY
DAVID ANDREW FURFINE
WILLIAM MARC DAVIS
DAVID ADAM SIEGEL
PATRICK ALAN RILEY
LORI DENISE BAYLER

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · PONTE VEDRA BEACH, FL
SAWGRASS ASSET MANAGEMENT LLC · PONTE VEDRA BEACH, FL
CORAL REEF ADVISORS LLC · PONTE VEDRA BEACH, FL
RAYMOND JAMES & ASSOCIATES, INC. · Ponte Vedra Beach, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Ponte Vedra Beach, FL
KESTRA ADVISORY SERVICES, LLC · Ponte Vedra Beach, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · PONTE VEDRA BEACH, FL
J.P. MORGAN SECURITIES LLC · Ponte Vedra Beach, FL

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