John Claude Mason

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

• 03/2013 → 01/2018
  Bbtis
  Conyers, GA
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Suwanee, GA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Dacula, GA
• 03/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-03-02
  Bb&T Securities, Llc
  Monroe, GA
  Duluth, GA
  Dacula, GA
  Marietta, GA
  Austell, GA
  Norcross, GA
  Dunwoody, GA
  Lilburn, GA
  Lawrenceville, GA
  Tucker, GA
  Loganville, GA
  Atlanta, GA
  Duluth, GA
  Charlotte, NC
  Suwanee, GA
  Buford, GA
  Snellville, GA
  Duluth, GA
  Suwanee, GA
  Lawrenceville, GA
  Grayson, GA
  Richmond, VA
• 2013-03-18 → 2018-01-02
  Bb&T Investment Services, Inc.
  Loganville, GA
  Charlotte, NC
  Conyers, GA
  Lithonia, GA
  Lilburn, GA
  Lawrenceville, GA
  Tucker, GA
  Conyers, GA
  Loganville, GA
  Duluth, GA
  Atlanta, GA
  Duluth, GA
  Atlanta, GA
  Marietta, GA
  Marietta, GA
  Duluth, GA
  Austell, GA
  Norcross, GA
  Dunwoody, GA
  Suwanee, GA
  Buford, GA
  Snellville, GA
  Charlotte, NC
  Duluth, GA
  Suwanee, GA
• 2011-11-28 → 2013-03-28
  Morgan Stanley
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2011-11-23
• S63 Uniform Securities Agent State Law Examination
  2011-02-01

Other Names

• John Claude Mason