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Jordan Battee

Truist Advisory Services, Inc.

King Of Prussia, PA

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Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-08-28
  • PA RA
    APPROVED
    Since 2026-08-28

Branch Locations

150 South Warner Road, King Of Prussia, PA 19406 • 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
Truist Investment Services, Inc King Of Prussia PA 12/2024 Present
Bank Of America Private Bank West Conshohocken PA 05/2020 12/2024
University Of Delaware Newark DE 09/2018 05/2020
Delaware Technical Community College Dover DE 08/2016 09/2018
  • 12/2024 → Present
    Truist Investment Services, Inc
    King Of Prussia, PA
  • 05/2020 → 12/2024
    Bank Of America Private Bank
    West Conshohocken, PA
  • 09/2018 → 05/2020
    University Of Delaware
    Newark, DE
  • 08/2016 → 09/2018
    Delaware Technical Community College
    Dover, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-29
  • S66 Uniform Combined State Law Examination
    2025-11-29

View on SEC IAPD

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Kristen Voigtsberger
Simon F Crew
AVI NO MIDDLE NAME KANTOR

Other Offices

COOPER EAGLE, LLC · KING OF PRUSSIA, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
CERTIOR FINANCIAL GROUP, LLC · KING OF PRUSSIA, PA
MAGUIRE INVESTMENTS LLC · KING OF PRUSSIA, PA
JURA INVESTMENTS, LLC · KING OF PRUSSIA, PA
APOLLON FINANCIAL, LLC · King of Prussia, PA
LPL FINANCIAL LLC · KING OF PRUSSIA, PA
BANKERS LIFE ADVISORY SERVICES, INC. · KING OF PRUSSIA, PA

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