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Jeffrey Lindsey

Trunorth Advisors

Greenville, SC

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Current Employers
Trunorth Advisors

501 River Street Suite 200, Greenville, SC 29601 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-07-21
  • SC RA
    APPROVED
    Since 2025-07-21

Branch Locations

501 River Street Suite 200, Greenville, SC 29601 • 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
The Vanguard Group, Inc Charlotte NC 01/2022 07/2022
Unemployed Charlotte NC 09/2021 12/2021
Village Cafe Blowing Rock NC 05/2021 08/2021
Appalachian State University Boone NC 08/2020 05/2021
Appalachian State University Boone NC 01/2017 08/2020
The Peddler Steakhouse Boone NC 09/2017 12/2017
Liberty University University Lynchburg VA 08/2016 12/2016
Appalachian State University Boone NC 08/2020 08/2021
Wells Fargo Bank, Na Charlotte NC 07/2022 04/2023
Wells Fargo Securities, Llc Charlotte NC 04/2023 07/2024
Equitable Advisors, Llc New York NY 07/2024 07/2025
Trunorth Advisors Greenville SC 07/2025 Present
  • 01/2022 → 07/2022
    The Vanguard Group, Inc
    Charlotte, NC
  • 09/2021 → 12/2021
    Unemployed
    Charlotte, NC
  • 05/2021 → 08/2021
    Village Cafe
    Blowing Rock, NC
  • 08/2020 → 05/2021
    Appalachian State University
    Boone, NC
  • 01/2017 → 08/2020
    Appalachian State University
    Boone, NC
  • 09/2017 → 12/2017
    The Peddler Steakhouse
    Boone, NC
  • 08/2016 → 12/2016
    Liberty University University
    Lynchburg, VA
  • 08/2020 → 08/2021
    Appalachian State University
    Boone, NC
  • 07/2022 → 04/2023
    Wells Fargo Bank, Na
    Charlotte, NC
  • 04/2023 → 07/2024
    Wells Fargo Securities, Llc
    Charlotte, NC
  • 07/2024 → 07/2025
    Equitable Advisors, Llc
    New York, NY
  • 07/2025 → Present
    Trunorth Advisors
    Greenville, SC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-06
S63 Uniform Securities Agent State Law Examination 2022-03-14
  • S66 Uniform Combined State Law Examination
    2024-05-06
  • S63 Uniform Securities Agent State Law Examination
    2022-03-14
Other Names
  • Jeffrey Jordan Lindsey
  • Jordan Lindsey
  • Jeffrey Lindsey
  • Jeffrey J Lindsey

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

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