Jeffrey N Roberts

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

• 09/2008 → Present
  Truist Bank
  Chattanooga, TN
• 05/2016 → Present
  Truist Advisory Services
  Chattanooga, TN

Previous Registrations

• 2004-04-13 → 2005-10-06
  Banc Of America Investment Services, Inc.
  Alpharetta, GA
• 2003-02-14 → 2003-12-18
  Morgan Stanley Dw Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2001-11-14

Designations

• Certified Financial Planner