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Joshua Treadwell Jones

Truist Securities, Inc.

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About Joshua Treadwell Jones

Joshua Treadwell Jones is a financial advisor at Truist Securities, Inc.. Joshua has been working in the financial industry since March 1, 2020. Joshua is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 63, 79 and SIE licenses. Joshua is registered to provide securities services in 52 states and the District of Columbia.

Firm Information

Joshua Jones is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

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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Joshua Jones’s Registration & Firm History

NY

03/02/2020 - Present

Truist Securities, Inc. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/09/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/02/2020

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 02/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Joshua Treadwell Jones.
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