Jamie
Mackenzie
Truist Advisory Services, Inc
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About this Advisor
Jamie Mackenzie is a financial advisor based out of Melbourne, Florida who has 7 years of relevant experience. Mackenzie is currently employed by Truist Advisory Services, Inc. During their career, the advisor has held roles at Suntrust Investment Services, Inc and Suntrust Advisory Services LLC. Mackenzie holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Truist Advisory Services, Inc is an advisory firm that has its headquarters in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 advisors. It oversees $53 billion in assets under management between its 125,600 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 85 charities and foundations. Of its 125,600 customer accounts, just 12% are associated with high-net-worth clients who have at least $1 million in investable assets. Truist Advisory Services, Inc provides a broad 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. Fees for financial advice typically are based on which service is provided. Fees charged by Truist Advisory Services, Inc most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
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
Jamie Mackenzie Work History
Jamie has been registered as a financial advisor for 7 years.*
Suntrust Advisory Services LLC
Suntrust Investment Services, Inc
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 Jamie Mackenzie 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
Cumming, GA
Raleigh, NC
Charlotte, NC
Atlanta, GA
Merritt Island, FL
Richmond, VA
Houston, TX
Williamsburg, VA
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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