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Jacob Keith Reid

Truist Advisory Services, Inc.

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About Jacob Keith Reid

Jacob Reid is an Investment Advisor Representative associated with Truist Advisory Services, Inc. Jacob is registered in Georgia. Jacob has 1 state exam, the Uniform Investment Adviser Law Examination. Jacob has been in the industry for over 8 years. Jacob has a strong background in financial services, having previously worked with several firms including Bank of America, The Looma Project, and CAPTRUST. Jacob's current firm, Truist Advisory Services, Inc. offers financial planning and portfolio management services to individuals, businesses, and institutions. Jacob may be able to help clients with a wide range of financial needs.

Firm Information

Jacob Reid is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jacob Reid’s Registration & Firm History

GA

03/13/2024 - Present

Truist Advisory Services, Inc. (ATLANTA GA)

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Licenses & Designations

IA

Issued 03/11/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Keith Reid.
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