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Janet Marie Bentley-ewers

Truist Advisory Services, Inc.

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About Janet Marie Bentley-ewers

Janet Marie Bentley-Ewers is a registered representative with Truist Advisory Services, Inc. and has over 20 years of experience in the financial services industry. Janet is a highly experienced financial advisor with a proven track record of helping individuals and families achieve their financial goals.

Firm Information

Janet Bentley-ewers 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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Janet Bentley-ewers’s Registration & Firm History

GA

11/24/2021 - Present

Truist Advisory Services, Inc. (ATLANTA GA)

NJ

08/26/2020 - 11/29/2021

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)

NJ

02/04/2020 - 03/30/2020

ESSEX SECURITIES LLC (JERSEY CITY NJ)

GA

08/19/2019 - 03/30/2020

SAN BLAS SECURITIES LLC (ATLANTA GA)

GA

08/23/2011 - 12/11/2019

IFS SECURITIES (ATLANTA GA)

PA

08/10/2011 - 08/16/2011

KOVACK SECURITIES INC. (SCOTRUN PA)

FL

01/03/2007 - 05/12/2010

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

NJ

12/15/2004 - 11/14/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)

MO

04/21/2003 - 09/29/2004

EDWARD JONES (ST. LOUIS MO)

NY

07/08/2002 - 04/17/2003

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

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Licenses & Designations

BOTH

Issued 02/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/17/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2019

Series 24 - General Securities Principal Examination

BC

Issued 06/19/2008

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/22/2008

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Janet Marie Bentley-ewers. Review regulatory record here.
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