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Jake Rowland Bartlett

Truist Securities, Inc.

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About Jake Rowland Bartlett

Jake Bartlett is a financial professional with over 15 years of experience in the securities industry. Jake currently works at Truist Securities, Inc. in Boston, Massachusetts. Jake has previously worked at Morgan Stanley & Co. LLC, Susquehanna Financial Group, LLLP, Oppenheimer & Co. Inc., Thomas Weisel Partners LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jake has passed the SIE, Series 7, Series 63, and Series 87 exams. Jake is licensed to sell securities in 52 states and the District of Columbia. Jake is a member of the Financial Industry Regulatory Authority (FINRA).

Firm Information

Jake Bartlett 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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Jake Bartlett’s Registration & Firm History

MA

04/24/2015 - Present

Truist Securities, Inc. (BOSTON MA)

MA

05/22/2013 - 04/23/2015

MORGAN STANLEY & CO. LLC (BOSTON MA)

NY

06/29/2010 - 05/08/2013

SUSQUEHANNA FINANCIAL GROUP, LLLP (NEW YORK NY)

NY

02/22/2008 - 07/01/2010

OPPENHEIMER & CO. INC. (NEW YORK NY)

NY

06/29/2005 - 02/26/2008

THOMAS WEISEL PARTNERS LLC (NEW YORK NY)

NY

08/10/1998 - 08/14/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/21/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2005

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 12/16/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jake Rowland Bartlett.
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