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Jackson Reid Merrick

Truist Advisory Services, Inc.

Atlanta, GA

CRD 6815071

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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
TX RA APPROVED 2023-11-01
GA RA APPROVED 2022-10-07
  • TX RA
    APPROVED
    Since 2023-11-01
  • GA RA
    APPROVED
    Since 2022-10-07

Branch Locations

3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326 • 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
Morgan Stanley Atlanta GA 07/2017 10/2022
University Of Georgia Athens GA 08/2016 05/2017
Morgan Stanley Private Bank, N.A. New York NY 07/2019 10/2022
Truist Investment Services, Inc. Atlanta GA 10/2022 Present
Truist Advisory Services, Inc. Atlanta GA 10/2022 Present
Morgan Stanley Private Bank, N.A New York NY 07/2019 10/2022
  • 07/2017 → 10/2022
    Morgan Stanley
    Atlanta, GA
  • 08/2016 → 05/2017
    University Of Georgia
    Athens, GA
  • 07/2019 → 10/2022
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 10/2022 → Present
    Truist Investment Services, Inc.
    Atlanta, GA
  • 10/2022 → Present
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 07/2019 → 10/2022
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2017-10-07 → 2022-10-07
    Morgan Stanley
    Atlanta, GA
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-06
  • S66 Uniform Combined State Law Examination
    2017-10-06

View on SEC IAPD

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