Jessica
Charlton
Truist Advisory Services, Inc
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About this Advisor
Jessica Charlton is a financial advisor based in Greenville, North Carolina, with a total of 2 years of industry experience. Charlton works at Truist Advisory Services, Inc. During their career, Charlton has held roles at Bb&T Securities, Truist Investment Services, Inc and Truist Advisory Services, Inc. Charlton holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina. Truist Advisory Services, Inc is an advisory firm headquartered in Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 advisors. It administers $53 billion in assets under management among its 125,600 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 85 charitable organizations. Of its 125,600 client accounts, just 12% are associated with high-net-worth clients who have more than $1 million in investable assets. The business has a number 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 charged by financial advisors largely depend on which services are offered. Fee types billed by Truist Advisory Services, Inc most likely are comprised of 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
Jessica Charlton Work History
Jessica has been registered as a financial advisor for 2 years.*
Truist Investment Services, Inc
Truist Advisory Services, Inc
Bb&T Securities
*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 Jessica Charlton 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
Atlanta, GA
Ocala, FL
Williamsburg, VA
Charlotte, NC
Raleigh, NC
Richmond, VA
Chevy Chase, MD
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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