James
Brennan

Truist Advisory Services, Inc

CRD#4570480
Investment Advisor
in Tampa, FL

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About this Advisor

James Brennan is a certified financial planner based out of Tampa, Florida who has 2 years of relevant experience. Brennan currently works for Truist Advisory Services, Inc. During their career, Brennan has held roles at Ernst & Young, Truist Investment Services, Inc, Truist Advisory Services, Inc and Genspring Family Offices, LLC. Brennan has a Series 63 license, qualifying them as a securities agent, and is registered to serve investors in Florida. Truist Advisory Services, Inc is a financial advisory firm operating out of Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 advisors. It has $53 billion in assets across its 125,600 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 85 charitable organizations. Of its 125,600 client accounts, just 12% are held by high-net-worth investors who have greater than $1 million in investable assets. The company provides a broad assortment of services, including 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. Fees for financial advisory services usually are based on the type of financial services provided. However, fees billed by Truist Advisory Services, Inc most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, 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

401 E Jsckson St 20Th Floor - Md
Tampa, FL 33602

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

FL Average: 58
Total Number of Accounts

125,600

FL Average: 1,608
Average Account Size

$423,328

FL 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

James Brennan Work History

James 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 - 2021 (3 years)

Ernst & Young

2005 - 2017 (12 years)

Genspring Family Offices, LLC

*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 James Brennan 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

Matti Gordon
Cumming, GA
Tabitha Concepcion
Durham, NC
Bridget Doane
Williamsburg, VA
Matthew Speed
Atlanta, GA
Matthew Johnson
Raleigh, NC
Susan Seitter
Richmond, VA
Kathryn Miller
Merritt Island, FL
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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