Jennifer
James

Suntrust Advisory Services, Inc

CRD#6047087
Investment Advisor
in Charlotte, NC
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About this Advisor

Jennifer James is a certified financial planner operating in Charlotte, North Carolina, with 13 years in the industry. James is an employee of Suntrust Advisory Services, Inc. Over the course of their career, they have held roles at Winthrop University, Wells Fargo Advisors, LLC, Nishie G'S, Marriott Surf Watch, Hilton Head Island High School, Suntrust Advisory Services, Inc, Wells Fargo Clearing Services, LLC and Suntrust Investment Services. James has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Suntrust Advisory Services, Inc is an advisory firm operating out of Charlotte, North Carolina. The company has offices in 1,572 locations and a total of 1,539 people on staff. It oversees $19 billion in assets between its 41,105 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 54 charities and foundations. Of its 41,105 customer accounts, 15% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fees charged by Suntrust Advisory Services, Inc most likely include asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

4777 Sharon Road Stis Fa
Charlotte, NC 28210

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

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

1,571

NC Average: 58
Total Number of Accounts

47,014

NC Average: 1,608
Average Account Size

$434,045

NC Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Jennifer James Work History

Jennifer has 13 years of experience.

2018 - Present (1 year)

Suntrust Advisory Services, Inc

2018 - Present (1 year)

Suntrust Investment Services

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors, LLC

2012 - 2013 (1 year)

Nishie G'S

2010 - 2011 (1 year)

Marriott Surf Watch

2009 - 2013 (4 years)

Winthrop University

2005 - 2009 (4 years)

Hilton Head Island High School

Disclosures

Jennifer James has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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