Jan-Peter Breugelmans

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

• 01/2012 → Present
  Real Estate
  Volo, IL
• 06/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Chicago, IL
• 11/2016 → 04/2022
  Wells Fargo Clearing Services, Llc
  Chicago, IL
• 04/2022 → Present
  Truist Investment Services, Inc.
  Chicago, IL
• 04/2022 → Present
  Truist Advisory Services, Inc.
  Chicago, IL

Previous Registrations

• 2014-12-05 → 2022-05-04
  Wells Fargo Clearing Services, Llc
  Minneapolis, MN
  Chicago, IL
  Minneapolis, MN
  Tarpon Springs, FL

Other Businesses

FERRARI CLUB OF AMERICA CENTRAL STATES REGION; INV. RELATED; PEWAUKEE,WI; TREASURER; START DATE 01/01/2022; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS ENGAGING NEW FERRARI CLUB MEMBERS, ARRANGE NEW FERRARI EVENTS, MAINTAIN VISIBILITY ON MEMBERSHIP DUES/PAY EVENT VENDORS VIA CHASE BK, AND PROVIDE QUARTERLY FINANCIAL OVERVIEW.

Exams

• S66 Uniform Combined State Law Examination
  2014-12-05
• S63 Uniform Securities Agent State Law Examination
  2010-01-15