Jeni
Cobbs
Truist Advisory Services, Inc
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About this Advisor
Jeni Cobbs is a financial advisor based in Atlanta, Georgia, working with Truist Advisory Services, Inc. Jeni has previously held positions at Regions Investment Management, Genspring Family Offices, LLC, Suntrust Advisory Services, Inc, Suntrust Investment Services, Inc, Truist Investment Services, Inc, and Truist Advisory Services, Inc. Jeni has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Georgia. Currently, Jeni is part of Truist Advisory Services, Inc, which operates out of Atlanta, Georgia. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$61,369,856,545
2,105
124,201
$494,117
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
Jeni Cobbs Work History
Truist Investment Services, Inc
Truist Advisory Services, Inc
Suntrust Investment Services, Inc
Suntrust Advisory Services, Inc
Genspring Family Offices, LLC
Regions Investment Management
Disclosures
Please visit the SEC profile of Jeni Cobbs 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
Charlotte, NC
Nashville, TN
Greenville, SC
Key Biscayne, FL
Atlanta, GA
Winston Salem, NC
Sterling, VA
Memphis, TN
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