Paul
Jones

Truist Advisory Services, Inc

CRD#5214508
Investment Advisor
in Orlando, FL

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About this Advisor

Paul Jones is a certified financial planner operating out of Orlando, Florida, with 2 years of relevant experience. Jones is an employee of Truist Advisory Services, Inc. Over the course of their career, Jones has held roles at Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Morgan Stanley, Suntrust Investment Services, Inc, Schwab Private Client Investment Advisory, Inc, Charles Schwab & Co., Inc, J.P. Morgan Securities, LLC, Jpmorgan Chase Bank, N.A, Bb&T Corp, Truist Investment Services, Inc and Trust Advisory Services, Inc. Jones maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to serve investors in Florida. Truist Advisory Services, Inc is an advisory business operating 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 among its 125,600 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 85 charities and foundations. Of its 125,600 accounts, just 12% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm performs a number 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. A financial advisor's fee schedules largely depend on which services are provided. Fees billed by Truist Advisory Services, Inc likely are comprised of some combination of 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

7455 Chancellor Drive Suite - Cac South
Orlando, FL 32809

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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

Paul Jones Work History

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

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Trust Advisory Services, Inc

2019 - 2019 (< 1 year)

Schwab Private Client Investment Advisory, Inc

2019 - 2019 (< 1 year)

Charles Schwab & Co., Inc

2019 - 2021 (2 years)

J.P. Morgan Securities, LLC

2019 - 2021 (2 years)

Jpmorgan Chase Bank, N.A

2017 - 2017 (< 1 year)

Bb&T Corp

2014 - 2019 (5 years)

Bank Of America, N.A

2014 - 2019 (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2014 (1 year)

Morgan Stanley

2011 - 2013 (2 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 Paul Jones 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
Tabitha Concepcion
Durham, NC
Bridget Doane
Williamsburg, VA
Staci Goins
Myrtle Beach, SC
Matti Gordon
Cumming, GA
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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