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Jack Zhu

Truist Securities, Inc.

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About Jack Zhu

Jack Zhu is a financial professional registered with Truist Securities, Inc., in Georgia. Jack is currently licensed to provide securities-related services and holds Series 7, Series 66, and SIE licenses. Jack has been in the industry for less than a year, having joined Truist Securities, Inc. on June 13, 2024, after previously working at Ballew Investments, Inc. in Mississippi.

Firm Information

Jack Zhu is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jack Zhu’s Registration & Firm History

GA

06/13/2024 - Present

Truist Securities, Inc. (ATLANTA GA)

MS

03/01/2024 - 05/21/2024

BALLEW INVESTMENTS, INC. (JACKSON MS)

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Licenses & Designations

BOTH

Issued 03/29/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/01/2024

Series 7TO - General Securities Representative Examination

BC

Issued 01/26/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jack Zhu.
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