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Jeffrey S Gearhart

Truist Investment Services, Inc.

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About Jeffrey S Gearhart

Jeffrey S. Gearhart is a financial advisor with Truist Investment Services, Inc. Jeffrey has been in the securities industry for over 24 years. Jeffrey is registered with FINRA as a General Securities Representative and a Principal. Jeffrey is also registered with the state of Pennsylvania.

Firm Information

Jeffrey Gearhart 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 Gearhart’s Registration & Firm History

PA

02/28/2024 - Present

Truist Investment Services, Inc. (ALLENTOWN PA)

GA

09/20/2022 - 02/06/2023

TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)

PA

09/15/2021 - 01/03/2022

TRUIST INVESTMENT SERVICES, INC. (KING OF PRUSSIA PA)

GA

06/29/2021 - 07/12/2021

TRUIST INVESTMENT SERVICES, INC. (ATLANTA GA)

PA

10/17/1994 - 03/09/2020

BNY MELLON CAPITAL MARKETS, LLC (PITTSBURGH PA)

NJ

01/02/2004 - 05/18/2004

MELLON SECURITIES LLC (JERSEY CITY NJ)

NJ

12/08/2003 - 12/17/2003

MELLON SECURITIES LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 04/11/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/12/1994

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey S Gearhart.
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