Jarrod Daniel Gould

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

• 04/2015 → 01/2018
  Bbtis
  Sunset Beach, NC
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Ocean Isle Beach, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Little River, SC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Supply, NC
  Calabash, NC
  Ocean Isle Beach, NC
  Shallotte, NC
  Shallotte, NC
  Charlotte, NC
  Wilmington, NC
  Sunset Beach, NC
  Little River, SC
  Loris, SC
  Pawleys Island, SC
  Myrtle Beach, SC
  Myrtle Beach, SC
  Conway, SC
  Mt. Pleasant, SC
  Richmond, VA
• 2015-04-08 → 2018-01-02
  Bb&T Investment Services, Inc.
  Ocean Isle Beach, NC
  Shallotte, NC
  Shallotte, NC
  Charlotte, NC
  Wilmington, NC
  Sunset Beach, NC
  Supply, NC
  Calabash, NC
• 2011-01-18 → 2015-04-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY
  New York, NY
  Pennington, NJ
  Little Silver, NJ
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2011-01-14

Other Names

• Jarrod D Gould