Jeffrey Scott Hughes

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
  Charlotte, NC
• 11/2016 → 12/2018
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 12/2018 → 09/2020
  First Citizens Investor Services
  Raleigh, NC
• 11/2020 → 02/2021
  Lpl Financial Llc
  Fort Mill, SC
• 10/2021 → 07/2026
  Fidelity Investments
  Charlotte, NC
• 02/2021 → 10/2021
  Unemployed
  Charlotte, NC
• 03/2025 → 07/2026
  Fidelity Investments
  Boston, MA
• 07/2026 → Present
  Truist Investment Services, Inc
  York, PA
• 07/2026 → Present
  Truist Advsiory Services, Inc
  York, PA

Previous Registrations

• 2025-03-31 → 2026-06-18
  Strategic Advisers Llc
  Charlotte, NC
  Boston, MA
• 2022-01-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
  Charlotte, NC
  Jacksonville, FL
• 2020-11-20 → 2021-02-25
  Lpl Financial Llc
  Fort Mill, SC
• 2018-12-10 → 2020-10-13
  First Citizens Investor Services, Inc.
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
• 2012-12-07 → 2018-12-12
  Wells Fargo Clearing Services, Llc
  Matthews, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Pineville, NC
  Charlotte, NC
• 2010-01-11 → 2012-12-07
  Bb&T Investment Services, Inc.
  Mooresville, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Huntersville, NC
• 2006-02-23 → 2007-01-12
  Truist Investment Services, Inc.
  Charlotte, NC
  Concord, NC
  Charlotte, NC
  Concord, NC
  Charlotte, NC
  Concord, NC
  Matthews, NC
  Charlotte, NC
  Charlotte, NC
  Charlotte, NC
  Huntersville, NC
  Charlotte, NC
  Charlotte, NC
  Harrisburg, NC
  Charlotte, NC
• 2005-09-09 → 2006-02-16
  Bofa Advisors, Llc
  Charlotte, NC
• 2005-01-03 → 2005-03-21
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 2004-12-03 → 2004-12-31
  Southtrust Securities, Llc
  Charlotte, NC
• 2002-10-02 → 2003-03-04
  Bb&T Investment Services, Inc.
  Charlotte, NC
• 2001-12-31 → 2002-10-01
  Ubs Financial Services Inc.
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-01-08
• S66 Uniform Combined State Law Examination
  2001-07-03

Other Names

• Scott Hughes
• J. Scott Hughes