John Brinson Ashley

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 08/2016 → 05/2020
  Campbell University
  Buies Creek, NC
• 08/2020 → 11/2020
  Atkinson Milling Company
  Selma, NC
• 11/2020 → 06/2022
  Emery D. Ashley, Attorney At Law
  Smithfield, NC
• 06/2022 → Present
  Truist Investment Services, Inc.
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-07-30

Other Names

• John Ashley