Jennifer
Hall

Truist Advisory Services, Inc

CRD#5659897
Investment Advisor
in Tampa, FL

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About this Advisor

Jennifer Hall is a financial advisor operating out of Tampa, Florida with 7 years of industry experience. Hall is currently employed by Truist Advisory Services, Inc. Hall has gained experience at Suntrust Bank, Suntrust Investment Services, Inc and Suntrust Advisory Services. Hall holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to operate in Florida. Truist Advisory Services, Inc is an advisory business based out of Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 employees. It handles $53 billion in assets under management across its 125,600 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 85 charities and foundations. Of its 125,600 customer accounts, just 12% belong to high-net-worth investors who have more than $1 million in investable assets. The firm offers a broad array 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 charged by financial advisors typically vary depending on which services the firm provides the client. Fees billed by Truist Advisory Services, Inc likely are comprised of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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 Jackson St Fl 19
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

Jennifer Hall Work History

Jennifer has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Suntrust Advisory Services

2015 - Present (9 years)

Suntrust Investment Services, Inc

2015 - 2015 (< 1 year)

Suntrust Investment Services, Inc

2013 - 2015 (2 years)

Suntrust Investment Services, Inc

2009 - 2013 (4 years)

Suntrust Investment Services, Inc

2006 - 2013 (7 years)

Suntrust Bank

*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 Jennifer Hall 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

Bridget Doane
Williamsburg, VA
Matthew Speed
Atlanta, GA
Pedro Paulo Lourenco
Houston, TX
Staci Goins
Myrtle Beach, SC
Timothy Mann
Charlotte, NC
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Kathryn Miller
Merritt Island, FL

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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