Jan-Peter
Breugelmans
Truist Advisory Services, Inc
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About this Advisor
Jan-Peter Breugelmans is a financial advisor working in Chicago, Illinois who has 1 year of relevant experience. Breugelmans is on the advisory team at Truist Advisory Services, Inc. Throughout their career, they have worked at Jp Morgan Chase Bank Na, Real Estate, J.P. Morgan Securities LLC, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Truist Investment Services, Inc and Truist Advisory Services, Inc. Breugelmans has Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in Illinois. Truist Advisory Services, Inc is an advisory company based in Atlanta, GA. The company has offices in 3,373 locations and a total of 2,842 financial advisors. It controls $53 billion in assets under management among its 125,600 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 85 charitable organizations. Of its 125,600 customer accounts, just 12% are associated with high-net-worth investors who have greater than $1 million in assets. Truist Advisory Services, Inc offers 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. Financial management fees vary depending on which service is offered. Fee types billed by Truist Advisory Services, Inc may include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$53,169,938,577
2,842
125,600
$423,328
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
Jan-Peter Breugelmans Work History
Jan-Peter has been registered as a financial advisor for 1 years.*
Truist Investment Services, Inc
Truist Advisory Services, Inc
Real Estate
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors, LLC
J.P. Morgan Securities LLC
Jp Morgan Chase Bank Na
*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 Jan-Peter Breugelmans 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
Williamsburg, VA
Raleigh, NC
Merritt Island, FL
Houston, TX
Charlotte, NC
Richmond, VA
Chevy Chase, MD
Myrtle Beach, SC
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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