Jamie
Smith
Truist Advisory Services, Inc
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About this Advisor
Jamie Smith is a financial advisor who works out of Winter Park, Florida, with 7 years of industry experience. Smith currently works for Truist Advisory Services, Inc. Throughout their career, Smith has worked at Suntrust Investment Services, Inc, Suntrust Investment Services, Inc, Suntrust Advisory Services, Trust Investment Services, Inc and Truist Advisory Services, Inc. Smith maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida. Truist Advisory Services, Inc is a registered investment business based in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 employees. It handles $53 billion in assets across its 125,600 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 85 charitable organizations. Of its 125,600 customer accounts, just 12% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company performs a diverse array 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 charged by financial advisors usually are based on the type of financial services. Fee types charged by Truist Advisory Services, Inc can consist of 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$53,169,938,577
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
2,842
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
125,600
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$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 Smith Work History
Jamie has been registered as a financial advisor for 7 years.*
Trust Investment Services, Inc
Truist Advisory Services, Inc
Suntrust Advisory Services
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 Smith 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
Richmond, VA
Atlanta, GA
Houston, TX
Altamonte Springs, FL
Atlanta, GA
Richmond, VA
Chevy Chase, MD
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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