Joanna Vanessa Ransom

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

• 11/2016 → 06/2019
  Wells Fargo Clearing Services Llc.
  Clayton, NC
• 04/2013 → 06/2019
  Wells Fargo Bank Na
  Clayton, NC
• 06/2019 → Present
  Bb&T Securities, Llc
  Cary, NC
• 02/2021 → Present
  Truist Investment Services, Inc.
  Cary, NC
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2019-06-12 → 2021-02-17
  Bb&T Securities, Llc
  Cary, NC
  Charlotte, NC
  Raleigh, NC
  Richmond, VA
• 2017-03-14 → 2019-06-21
  Wells Fargo Clearing Services, Llc
  Clayton, NC
  Wilmington, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-14
• S63 Uniform Securities Agent State Law Examination
  2017-02-17

Other Names

• Joanna Vanessa Rodriguez Gonzalez
• Joanna Ransom