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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jerry? Claim Your ProfileJerry William Smith is a financial advisor with Truist Advisory Services, Inc. Jerry is a registered investment advisor in North Carolina and Texas, and is also registered as a broker in 24 states. Jerry has been in the financial services industry since 1984 and has experience providing a variety of financial services, including financial planning, portfolio management, and publication of periodicals. Jerry's current firm is Truist Advisory Services, Inc. The firm's main office is located in Atlanta, Georgia. The firm has over 2,000 employees and manages over $61 billion in assets.
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
NC
03/14/2017 - Present
Truist Advisory Services, Inc. (WILMINGTON NC)
NC
07/28/2005 - 11/16/2006
CAPITAL INVESTMENT GROUP, INC. (NEW BERN NC)
MO
06/15/2002 - 07/08/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
05/22/1995 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
MA
10/03/1994 - 04/12/1995
JMC INVESTMENT SERVICES, INC. (BOSTON MA)
MA
03/14/1990 - 04/12/1995
JMC FINANCIAL CORPORATION (BOSTON MA)
NC
09/08/1987 - 03/05/1990
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
09/11/1986 - 09/24/1987
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
09/24/1984 - 09/18/1986
EDWARD D. JONES & CO., L.P.
IA
Issued 09/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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