Jeremy
Newton

Truist Advisory Services, Inc

CRD#5310067
Investment Advisor
in Alexandria, VA

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About this Advisor

Jeremy Newton is a certified financial planner working out of Alexandria, Virginia, with 2 years of relevant experience. Newton is currently employed by Truist Advisory Services, Inc. Newton has gained experience at Suntrust Bank, Suntrust Investment Services, Inc, Ubs Financial Services Inc, Suntrust Investment Services, Inc, Suntrust Advisory Services, Inc, Truist Investment Services, Inc and Truist Advisory Services, Inc. Newton has Series 63 and Series 66 licenses, designating them as a securities broker, and is able to advise clients in Virginia. Truist Advisory Services, Inc is an advisory business that has its headquarters in Atlanta, GA. It has offices in 3,373 locations and a total of 2,842 people on staff. It administers $53 billion in total assets among its 125,600 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 85 charitable organizations. Of its 125,600 accounts, just 12% are held by high-net-worth investors who have at least $1 million in assets. Truist Advisory Services, Inc performs a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Financial advisory fee schedules largely depend on which services the firm provides the client. Fee types billed by Truist Advisory Services, Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

201N Union St Fl 2
Alexandria, VA 22314

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

VA Average: $3,570,121,308
Total Number of Employees

2,842

VA Average: 58
Total Number of Accounts

125,600

VA Average: 1,608
Average Account Size

$423,328

VA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Jeremy Newton Work History

Jeremy has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2018 - 2020 (2 years)

Suntrust Bank

2018 - 2020 (2 years)

Suntrust Investment Services,Inc

2018 - 2020 (2 years)

Suntrust Advisory Services, Inc

2015 - 2018 (3 years)

Ubs Financial Services Inc

2011 - 2015 (4 years)

Suntrust Bank

2011 - 2015 (4 years)

Suntrust Investment Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeremy Newton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truist Advisory Services, Inc

Samson Orina
Atlanta, GA
Matti Gordon
Cumming, GA
Pedro Paulo Lourenco
Houston, TX
Megan Childress
Richmond, VA
Matthew Speed
Atlanta, GA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Staci Goins
Myrtle Beach, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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