Adawna Ruthart

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 07/2019
  Jpmorgan Securities, Llc
  Mukilteo, WA
• 06/2013 → 07/2019
  Jpmorgan Chase Bank
  Mukilteo, WA
• 08/2019 → 11/2021
  Truist Investment Services, Inc
  Atlanta, GA
• 08/2019 → 11/2021
  Truist Bank/Suntrust Bank
  Collierville, TN
• 01/2020 → 11/2021
  Truist Advisory Services, Inc.
  Atlanta, GA
• 12/2021 → Present
  Jpmorgan Chase Bank, N.A.
  Coronado, CA
• 12/2021 → Present
  J.P. Morgan Securities, Llc
  Coronado, CA

Previous Registrations

• 2020-01-29 → 2021-12-01
  Truist Advisory Services, Inc.
  Collierville, TN
  Germantown, TN

Exams

• S66 Uniform Combined State Law Examination
  2025-11-19
• S65 Uniform Investment Adviser Law Examination
  2020-01-29
• S63 Uniform Securities Agent State Law Examination
  2014-02-13

Other Names

• Adawna Marie Weber
• Adawna M Sherman
• Adawna Marie Sherman
• Adawna Marie Ruthart