Jamie
Upton

Truist Advisory Services, Inc

CRD#4319786
Investment Advisor
in Atlanta, GA

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About this Advisor

Jamie Upton is a financial advisor based out of Atlanta, Georgia who has 2 years of industry experience. Upton is on the advisory team at Truist Advisory Services, Inc. Throughout their career, they have worked at Cohutta Banking Company A Division Of Synovus Bank, Synovus Securities, Inc, Bb&T Bank, Bb&T Investment Services, Inc, Bb&T Securities, LLC, Bb&T, Truist Investment Services, Inc and Truist Advisory Services, Inc. Upton maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to advise clients in Georgia. Truist Advisory Services, Inc is a financial advisory business that has its headquarters in Atlanta, GA. The firm 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, placing it among the biggest firms in the country by assets under management. The firm advises 85 charitable organizations. Of its 125,600 customer accounts, just 12% are held by high-net-worth investors who have at least $1 million in assets available to invest. Truist Advisory Services, Inc offers a broad range 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 management largely are based on the services provided. However, fee types charged by Truist Advisory Services, Inc most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

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

303 Peachtree Center Avenue, Suntrust Garden Offices Suite 140
Atlanta, GA 30303

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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

Jamie Upton Work History

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

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2019 - 2021 (2 years)

Bb&T

2018 - 2021 (3 years)

Bb&T Securities, LLC

2014 - 2019 (5 years)

Bb&T Bank

2014 - 2021 (7 years)

Bb&T Investment Services, Inc

2005 - 2014 (9 years)

Cohutta Banking Company A Division Of Synovus Bank

2005 - 2014 (9 years)

Synovus Securities, 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 Upton 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

Megan Childress
Richmond, VA
Timothy Mann
Charlotte, NC
Pedro Paulo Lourenco
Houston, TX
Michael Nagy
Altamonte Springs, FL
Bridget Doane
Williamsburg, VA
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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