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Joseph Edward Jarrett

Truist Advisory Services, Inc.

Okahumpka, FL

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2024-07-02
TX RA APPROVED_RES 2024-06-04
LA RA APPROVED 2024-04-03
FL RA APPROVED 2018-12-10
  • RI RA
    APPROVED
    Since 2024-07-02
  • TX RA
    APPROVED_RES
    Since 2024-06-04
  • LA RA
    APPROVED
    Since 2024-04-03
  • FL RA
    APPROVED
    Since 2018-12-10

Branch Locations

4525 Country Rd 48, Okahumpka, FL 34762 • 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
Bank Of America, N.A. Lady Lake FL 10/2015 11/2018
Merrill Lynch, Pierce, Fenner & Smith Inc Lady Lake FL 10/2015 11/2018
Suntrust Investment Services Inc Atlanta GA 12/2018 01/2024
Suntrust Bank Summerfield FL 11/2018 01/2024
Truist Advisory Services,Inc. Okahumpka FL 12/2018 Present
Truist Investment Services, Inc. Okahumpka FL 01/2024 Present
  • 10/2015 → 11/2018
    Bank Of America, N.A.
    Lady Lake, FL
  • 10/2015 → 11/2018
    Merrill Lynch, Pierce, Fenner & Smith Inc
    Lady Lake, FL
  • 12/2018 → 01/2024
    Suntrust Investment Services Inc
    Atlanta, GA
  • 11/2018 → 01/2024
    Suntrust Bank
    Summerfield, FL
  • 12/2018 → Present
    Truist Advisory Services,Inc.
    Okahumpka, FL
  • 01/2024 → Present
    Truist Investment Services, Inc.
    Okahumpka, FL
Previous Registrations
  • 2015-12-01 → 2018-11-20
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Lady Lake, FL
    Lady Lake, FL
    Lady Lake, FL
    Jacksonville, FL
    Lady Lake, FL
    Lady Lake, FL
    Leesburg, FL
    Lady Lake, FL
    Lady Lake, FL
    Leesburg, FL
    Lady Lake, FL
    Lady Lake, FL
    Jacksonville, FL
  • 2013-05-23 → 2015-11-03
    Edward Jones
    St Louis, MO
    Leesburg, FL
    Leesburg, FL
    Leesburg, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-18
  • S66 Uniform Combined State Law Examination
    2013-05-18
Other Names
  • Joe Jarrett

View on SEC IAPD

Other Firms

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OSAIC WEALTH, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

Deanna Marie Price
Craig Alan Dykstra
Parker P Brown
Robert Joseph ORoark
PRAVITA DIARAM RAMTAHAL
JEFFREY DAVID SUSTARSIC
MICHELLE LEYSHON DRAWDY
FULBIA A WESTFALL

Other Offices

EDWARD JONES · Leesburg, FL
EDWARD JONES · LEESBURG, FL
J.P. MORGAN SECURITIES LLC · Leesburg, FL
WELLS FARGO CLEARING SERVICES, LLC · LEESBURG, FL
OSAIC WEALTH, INC. · LEESBURG, FL
ALLSTATE FINANCIAL ADVISORS, LLC · Leesburg, FL
WELLS FARGO CLEARING SERVICES, LLC · LEESBURG, FL
TRUIST ADVISORY SERVICES, INC. · LEESBURG, FL

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