Carol Ann Jackson

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

• 10/2009 → 08/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
• 08/2018 → Present
  Bb&T Securities
  Nashville, TN
• 02/2021 → Present
  Truist Investment Services, Inc.
  Nashville, TN
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-08-24 → 2021-02-17
  Bb&T Securities, Llc
  Nashville, TN
  Richmond, VA
• 2009-10-23 → 2018-08-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Nashville, TN
  Brentwood, TN
  Nashville, TN
• 2006-08-30 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Nashville, TN
  Brentwood, TN
  Brentwood, TN

Exams

• S66 Uniform Combined State Law Examination
  2009-11-28
• S63 Uniform Securities Agent State Law Examination
  2001-10-01

Other Names

• Carol Ann Allen
• Carol Ann Jackson
• Carol Ann Jackson