Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrod? Claim Your ProfileJarrod Burgess is a financial advisor with Truist Advisory Services, Inc. He has been in the industry since 2002. Jarrod has worked at several firms before joining Truist Advisory Services, Inc., including BB&T Securities, LLC, BB&T Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC, CHASE INVESTMENT SERVICES CORP, and BANC ONE SECURITIES CORPORATION. Jarrod specializes in providing financial advice to individuals, businesses, and high-net-worth clients. He offers financial planning, portfolio management, selection of other advisors, and other advisory services. Jarrod is registered in the state of Texas as an investment advisor representative.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
12/11/2020 - Present
Truist Advisory Services, Inc. (FORT WORTH TX)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TX
05/18/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (DALLAS TX)
TX
10/23/2009 - 05/01/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
12/02/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. WORTH TX)
IL
07/06/2005 - 11/30/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
10/23/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 05/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 04/14/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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