Jesse Robert Brian Marroquin

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

• 01/2022 → 05/2023
  Texas Capital Bank
  Richardson, TX
• 07/2014 → 12/2021
  Valor Intelligence Processing
  Dallas, TX
• 05/2023 → 12/2023
  Full Time Education
  Lewisville, TX
• 12/2023 → 12/2024
  Charles Schwab & Co., Inc.
  Westlake, TX
• 01/2025 → Present
  Truist Investment Services, Inc.
  Dallas, TX

Other Businesses

WHATNOT POSITION: Seller NATURE: Selling trading cards on an auction platform. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/12/2026 ADDRESS: Dallas TX, United States DESCRIPTION: Selling trading cards via auction and facilitating the delivery of purchased products.

Exams

• S66 Uniform Combined State Law Examination
  2026-06-05
• S63 Uniform Securities Agent State Law Examination
  2024-04-10

Other Names

• Jesse Robert-Brian Marroquin