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James Douglas Jones

Truist Advisory Services, Inc.

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About James Douglas Jones

James Douglas Jones is a financial advisor currently registered with Truist Advisory Services, Inc., based in Greensboro, North Carolina. James has been a registered representative since August 12, 2010, and has experience with multiple firms, including BB&T SECURITIES, LLC, and THRIVENT INVESTMENT MANAGEMENT INC. James is a dedicated professional with a focus on providing financial planning and portfolio management for both individuals and businesses.

Firm Information

James Jones 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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James Jones’s Registration & Firm History

NC

02/17/2021 - Present

Truist Advisory Services, Inc. (GREENSBORO NC)

VA

02/06/2018 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

NC

07/10/2012 - 02/07/2018

THRIVENT INVESTMENT MANAGEMENT INC. (Greensboro NC)

NC

08/12/2010 - 10/18/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HIGH POINT NC)

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Licenses & Designations

BOTH

Issued 10/14/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/11/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Douglas Jones. Review regulatory record here.
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