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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-08
RI RA APPROVED 2026-03-06
LA RA APPROVED 2026-03-05
FL RA APPROVED 2026-01-23
  • TX RA
    APPROVED_RES
    Since 2026-03-08
  • RI RA
    APPROVED
    Since 2026-03-06
  • LA RA
    APPROVED
    Since 2026-03-05
  • FL RA
    APPROVED
    Since 2026-01-23

Branch Locations

4414 Sw College Rd Ste 1310, Ocala, FL 34474 • 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 Advisors. Llc Ocala FL 08/2014 11/2016
Wells Fargo Bank Na Ocala FL 07/2013 01/2026
Wells Fargo Clearing Services, Llc Ocala FL 11/2016 01/2026
Truist Investment Services, Inc. Ocala FL 01/2026 Present
Truist Advisory Services, Inc. Ocala FL 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-29
S63 Uniform Securities Agent State Law Examination 2014-10-14
  • S66 Uniform Combined State Law Examination
    2020-10-29
  • S63 Uniform Securities Agent State Law Examination
    2014-10-14
Other Names
  • Jordan Jensen

View on SEC IAPD

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