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Jellana Alaine Canton Anderson

Truist Advisory Services, Inc.

Tucker, GA

CRD 5196323

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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:

Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2016-06-09
  • GA RA
    APPROVED
    Since 2016-06-09

Branch Locations

Tucker, GA • 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
Suntrust Advisory Services, Inc Atlanta GA 06/2016 02/2021
Suntrust Investment Services, Inc Atlanta GA 05/2016 02/2021
Bb&T Securities, Llc Richmond VA 05/2020 02/2021
Truist Investment Services, Inc. Atlanta GA 02/2021 04/2025
Truist Advisory Services, Inc Atlanta GA 02/2021 Present
Truist Investment Services, Inc. Atlanta GA 04/2025 Present
  • 06/2016 → 02/2021
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 05/2016 → 02/2021
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 05/2020 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 02/2021 → 04/2025
    Truist Investment Services, Inc.
    Atlanta, GA
  • 02/2021 → Present
    Atlanta, GA
  • 04/2025 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
Previous Registrations
Other Businesses

DOG BOARDING & DAYCARE POSITION: Dog Sitter NATURE: In-home dog daycare, boarding, and grooming. INVESTMENT RELATED: No NUMBER OF HOURS: 130 SECURITIES TRADING HOURS: 0 START DATE: 05/20/2024 ADDRESS: Tucker GA, United States DESCRIPTION: In-home dog sitting/boarding and dog walking. Optional duties include bathing/grooming and pick-up/drop-off services.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-09-18
  • S66 Uniform Combined State Law Examination
    2006-09-18
Other Names
  • Jellana Alaine Canton

View on SEC IAPD

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