Jacqueline Anne Perez

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

• 06/2011 → 01/2018
  Wells Fargo Bank Na
  Bradenton, FL
• 08/2016 → 11/2016
  Wells Fargo Advisors, Llc.
  Bradenton, FL
• 11/2016 → 01/2018
  Wells Fargo Clearing Services, Llc
  Bradenton, FL
• 01/2018 → 07/2018
  Pnc Bank
  Sarasota, FL
• 01/2018 → 07/2018
  Pnc Investments
  Pittsburgh, PA
• 07/2018 → 08/2022
  Regions Bank
  Sarasota, FL
• 02/2019 → 03/2021
  Cetera Investment Services Llc
  St. Cloud, MN
• 08/2022 → 09/2024
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
• 08/2022 → 09/2024
  Wells Fargo Bank, Na
  Sarasota, FL
• 09/2024 → Present
  Truist Investment Services, Inc
  Bradenton, FL
• 09/2024 → Present
  Truist Advisory Services, Inc
  Bradenton, FL

Previous Registrations

• 2022-10-13 → 2024-09-27
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
  Sarasota, FL

Exams

• S66 Uniform Combined State Law Examination
  2022-10-12
• S63 Uniform Securities Agent State Law Examination
  2016-10-18

Other Names

• Jacqueline Anne Gabbard
• Jacqueline Latona
• Jacqueline Anne Latona
• Jacquie Latona
• Jacquie Gabbard