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Jeffrey David Knapp

Truist Investment Services, Inc.

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About Jeffrey David Knapp

Jeffrey David Knapp is a financial advisor with Truist Investment Services, Inc. He is a registered representative with FINRA and has been in the industry since 2008. Jeffrey is series 7 and SIE licensed. He works out of the Atlanta office.

Firm Information

Jeffrey Knapp is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

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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Jeffrey Knapp’s Registration & Firm History

GA

09/25/2008 - Present

Truist Investment Services, Inc. (ATLANTA GA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey David Knapp.
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