Best Investors Account Sign in

Jessica Lauren Council Verner

Truist Advisory Services, Inc.

Charlotte, NC

CRD 7484977

Claim This Profile
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
NC RA APPROVED 2026-07-24
  • NC RA
    APPROVED
    Since 2026-07-24

Branch Locations

Charlotte, NC • 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
Might As Well Bar And Grill Wilmington NC 06/2015 09/2016
Proof Bar And Loounge Wilmington NC 09/2016 01/2019
Bb&T Wilmington NC 01/2017 08/2018
Truist Wealth Charlotte NC 08/2018 12/2021
Truist Investment Services, Inc. Charlotte NC 12/2021 12/2023
Truist Investment Services, Inc Charlotte NC 12/2023 Present
  • 06/2015 → 09/2016
    Might As Well Bar And Grill
    Wilmington, NC
  • 09/2016 → 01/2019
    Proof Bar And Loounge
    Wilmington, NC
  • 01/2017 → 08/2018
    Bb&T
    Wilmington, NC
  • 08/2018 → 12/2021
    Truist Wealth
    Charlotte, NC
  • 12/2021 → 12/2023
    Truist Investment Services, Inc.
    Charlotte, NC
  • 12/2023 → Present
    Truist Investment Services, Inc
    Charlotte, NC
Other Businesses

MAPLEBEAR INC. D/B/A INSTACART, C/O COGENCY GLOBAL INC. POSITION: Delivery Driver NATURE: Grocery Delivery Service INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/20/2022 ADDRESS: , Sacramento CA , United States DESCRIPTION: Accept orders for which to travel to a specific store and shop for specific items, check out and deliver the goods to the clients residence.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-16
  • S66 Uniform Combined State Law Examination
    2026-06-16
Other Names
  • Jessica Lauren Council

View on SEC IAPD

More in Charlotte, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor