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Eddie King Jackson

Truist Advisory Services, Inc.

Boca Raton, FL

CRD 1499057

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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
FL RA APPROVED 2017-01-12
  • FL RA
    APPROVED
    Since 2017-01-12

Branch Locations

1 Town Center Rd Ste 200, Boca Raton, FL 33486 • 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
Suntrust Investment Services, Inc Atlanta GA 06/2013 Present
Suntrust Bank West Palm Beach FL 05/2013 Present
Suntrust Advisory Services Atlanta GA 09/2016 Present
Bb&T Securities, Llc. Richmond VA 12/2019 Present
  • 06/2013 → Present
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 05/2013 → Present
    Suntrust Bank
    West Palm Beach, FL
  • 09/2016 → Present
    Suntrust Advisory Services
    Atlanta, GA
  • 12/2019 → Present
    Bb&T Securities, Llc.
    Richmond, VA
Previous Registrations
  • 2019-12-26 → 2021-02-17
    Bb&T Securities, Llc
    Boca Raton, FL
    Richmond, VA
    Charlotte, NC
    Boca Raton, FL
    Richmond, VA
  • 2000-10-01 → 2008-03-24
    Boca Raton, FL
    Fort Lauderdale, FL
Other Businesses

POSITION: MANAGER NATURE: RENTAL PROPERTIES INVESTMENT RELATED: YES NUMBER OF HOURS: 2 INVESTMENT RELATED HOURS: 0 START DATE: 06/16/2003 ADDRESS: , BOCA RATON FL DESCRIPTION: LLC HOLDS 2 RENTAL PROPERTIES MY WIFE AND I  PURCHASED IN 2003.  WE HAVE A MANGER WHO MANAGERS THE PROPERTIES ON A DAY TO DAY BASIS.   MY WIFE HANDLES ALL CHECK WRITING OF BILLS AND ANY DAY TO DAY OPERATIONS OF THE 2 CONDO'S WHICH ARE EXTREMELY MINIMAL.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-10
S63 Uniform Securities Agent State Law Examination 1986-05-30
  • S66 Uniform Combined State Law Examination
    2016-11-10
  • S63 Uniform Securities Agent State Law Examination
    1986-05-30
Other Names
  • Eddie King Jackson
  • Eddie King Jackson

View on SEC IAPD

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