Best Investors Account Sign in

Jared Stephen Baize

Truist Advisory Services, Inc.

Mt Pleasant, SC

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-06
SC RA APPROVED 2019-05-09
  • TX RA
    APPROVED_RES
    Since 2025-08-06
  • SC RA
    APPROVED
    Since 2019-05-09

Branch Locations

235 Magrath Darby Blvd Ste 330, Mt Pleasant, SC 29464 • 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
Wells Fargo Bank Na Charleston SC 09/2009 02/2019
Wells Fargo Clearing Services, Llc Charleston SC 03/2017 02/2019
Suntrust Investment Services, Inc Charleston SC 03/2019 Present
Suntrust Advisory Services, Inc Atlanta GA 03/2019 Present
  • 09/2009 → 02/2019
    Wells Fargo Bank Na
    Charleston, SC
  • 03/2017 → 02/2019
    Wells Fargo Clearing Services, Llc
    Charleston, SC
  • 03/2019 → Present
    Suntrust Investment Services, Inc
    Charleston, SC
  • 03/2019 → Present
    Suntrust Advisory Services, Inc
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-05-09
S63 Uniform Securities Agent State Law Examination 2017-06-16
  • S65 Uniform Investment Adviser Law Examination
    2019-05-09
  • S63 Uniform Securities Agent State Law Examination
    2017-06-16
Other Names
  • Jared Stephen Baize
  • Jared Baize

View on SEC IAPD

Other Firms

EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
FLOWRATE FINANCIAL, LLC
PRINCIPAL SECURITIES, INC.
EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
ASCENSION WEALTH ADVISORS, LLC

Other Investors

Donna Oja Mathias
Stephen James Fazio
Ross Chawansky
WILLIAM M BROWN
MICHAEL ALEXANDER RIVERA
FRANK PUGLIESE
BRYAN R POWELL
Brandon Tyler McGrew

Other Offices

EDWARD JONES · MT PLEASANT, SC
WELLS FARGO CLEARING SERVICES, LLC · MOUNT PLEASANT, SC
FLOWRATE FINANCIAL, LLC · MOUNT PLEASANT, SC
PRINCIPAL SECURITIES, INC. · MT PLEASANT, SC
EQUITABLE ADVISORS, LLC · MOUNT PLEASANT, SC
MML INVESTORS SERVICES, LLC · MOUNT PLEASANT, SC
LPL FINANCIAL LLC · MOUNT PLEASANT, SC
ASCENSION WEALTH ADVISORS, LLC · MT. PLEASANT, SC

More in Mt Pleasant, SC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor