James
Edwards

Truist Advisory Services, Inc

CRD#4386204
Investment Advisor
in Atlanta, GA

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About this Advisor

James Edwards is a financial advisor based in Atlanta, Georgia with 7 years of relevant experience. Edwards is currently employed by Truist Advisory Services, Inc. Their career trajectory has included roles at Suntrust Banks, Inc, Suntrust Investment Services, Inc and Suntrust Advisory Services. Edwards has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Georgia. Truist Advisory Services, Inc is a financial advisory company based out of Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 people on staff. It oversees $53 billion in assets between its 125,600 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 85 charities and foundations. Of its 125,600 accounts, just 12% are associated with high-net-worth clients who have more than $1 million in investable assets. The business has a number 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 management typically are based on which services are provided. However, fee types charged by Truist Advisory Services, Inc likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

303 Peachtree Street Northeast 29Th Floor
Atlanta, GA 30308

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

GA Average: 58
Total Number of Accounts

125,600

GA Average: 1,608
Average Account Size

$423,328

GA 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 Edwards Work History

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

2016 - Present (8 years)

Suntrust Advisory Services

2016 - Present (8 years)

Suntrust Investment Services, Inc

2006 - Present (18 years)

Suntrust Banks, Inc

2000 - 2016 (16 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 James Edwards 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

Tabitha Concepcion
Durham, NC
Nicole Lawler
Rising Sun, MD
Michael Nagy
Altamonte Springs, FL
Bridget Doane
Williamsburg, VA
Brian Zarnick
Lexington, SC
Susan Seitter
Richmond, VA
Kathryn Miller
Merritt Island, FL
Pedro Paulo Lourenco
Houston, TX

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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