John Archie Jeffords

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

• 05/2011 → Present
  Scott & Stringfellow
  Mt Pleasant, SC
• 01/2013 → Present
  Bb&T Securities, Llc
  Mt. Pleasant, SC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Mt. Pleasant, SC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2013-01-02 → 2021-02-17
  Bb&T Securities, Llc
  Mt. Pleasant, SC
  Richmond, VA
  Richmond, VA
• 2011-06-01 → 2013-01-02
  Scott & Stringfellow, Llc
  Richmond, VA
  Mt. Pleasant, SC
• 2003-06-09 → 2011-03-29
  J.J.B. Hilliard, W.L. Lyons, Llc
  Florence, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-03-19
• S63 Uniform Securities Agent State Law Examination
  1983-02-07

Other Names

• Jack Jeffords