Janel
Colepaugh

Truist Advisory Services, Inc

CRD#7326337
Investment Advisor
in Louisville, KY

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About this Advisor

Janel Colepaugh is a financial advisor based in Louisville, Kentucky, working with Truist Advisory Services, Inc. Janel has previously held positions at Truist Investment Services, Alas Language Tutoring, Instituto Alberto Einstein, The Rawlings Company, Havana Rumba, and Planet Hollywood International, Inc Or Buca Di Beppo. Janel has passed the Series 66 regulatory exam and is registered to provide services in Kentucky. Currently, Janel is part of Truist Advisory Services, Inc, which operates out of Louisville, Kentucky. 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

Series 66

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

401 W Main St Ste 101
Louisville, KY 40202

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$61,369,856,545

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

2,105

KY Average: 58
Total Number of Accounts

124,201

KY Average: 1,608
Average Account Size

$494,117

KY 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

Janel Colepaugh Work History

2021 - Present (3 years)

Truist Investment Services

2020 - 2021 (1 year)

Alas Language Tutoring

2019 - 2020 (1 year)

Havana Rumba

2018 - 2019 (1 year)

Instituto Alberto Einstein

2016 - 2017 (1 year)

Havana Rumba

2014 - 2017 (3 years)

The Rawlings Company

2014 - 2015 (1 year)

Planet Hollywood International, Inc Or Buca Di Beppo

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Janel Colepaugh 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

Samantha Becker
Charlotte, NC
Austin Petrovich
Nashville, TN
Frederick Shull
Greenville, SC
Julio Betancourt
Key Biscayne, FL
Robin Marx
Atlanta, GA
Harrison Cross
Winston Salem, NC
Michael Perez
Sterling, VA
Jonathan Edwards
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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