Jennifer Anne Hamlin

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

• 04/2016 → 03/2017
  Metlife Securities Inc
  Charlotte, NC
• 03/2017 → 06/2019
  Mml Investors Services, Llc
  Charlotte, NC
• 11/2019 → 08/2021
  Guardian Life Insurance Company
  Charlotte, NC
• 11/2019 → 08/2021
  Park Avenue Securities
  Charlotte, NC
• 07/2019 → 10/2019
  Unemployed
  Charlotte, NC
• 08/2021 → 10/2021
  Massmutual
  Springfield, MA
• 09/2021 → 10/2021
  Mml Investors Services, Llc
  Charlotte, NC
• 11/2021 → Present
  Truist Investment Services, Inc.
  Charlotte, NC
• 11/2021 → Present
  Truist Advisory Services, Inc.
  Charlotte, NC

Previous Registrations

• 2021-09-17 → 2021-11-03
  Mml Investors Services, Llc
  Charlotte, NC
  Springfield, MA
• 2020-04-13 → 2021-08-18
  Park Avenue Securities Llc
  Charlotte, NC

Other Businesses

2010 BROOKDALE POSITION: Owner NATURE: Own real estate. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: Charlotte NC, United States DESCRIPTION: My husband and I own a rental home through the LLC.

Exams

• S66 Uniform Combined State Law Examination
  2020-02-19
• S63 Uniform Securities Agent State Law Examination
  1999-06-07

Other Names

• Jennifer Patrick
• Jennifer Anne Patrick
• Jennifer Anne Holloman
• Jennifer Anne Hamlin
• Jennifer Hamlin