Jacquelyn Mclendon Pate Wiggs

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

• 12/2012 → 11/2016
  Wells Fargo Advisors Llc
  Richmond, VA
• 11/2016 → 10/2018
  Wells Fargo Clearing Services, Llc
  Richmond, VA
• 11/2018 → Present
  Bb&T Securities
  Raleigh, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Raleigh, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-11-13 → 2021-02-17
  Bb&T Securities, Llc
  Raleigh, NC
  Richmond, VA
• 2013-01-22 → 2018-10-17
  Wells Fargo Clearing Services, Llc
  Richmond, VA
• 2011-08-25 → 2012-05-29
  Raymond James Financial Services Advisors, Inc
  Raleigh, NC

Other Businesses

02 FITNESS LLC POSITION: Group Fitness Instructor NATURE: Les Mills/Group Fitness Instructor INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2021 ADDRESS: Raleigh NC, United States DESCRIPTION: Les Mills Group Fitness Instructor GLOW FITNESS POSITION: Group Fitness Instructor NATURE: Les Mills/Group Fitness Instructor INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2023 ADDRESS: Raleigh NC, United States DESCRIPTION: Les Mills Group Fitness Instructor

Exams

• S66 Uniform Combined State Law Examination
  2011-08-23

Other Names

• Jacquelyn Mclendon Pate
• Jacquelyn M Pate
• Jackie Pate Wiggs
• Jacquelyn Mclendonpate Wiggs
• Jacquelyn Mclendon Pate Wiggs
• Jacquelyn Pate Wiggs