Renee Eppley Johnson
Investment adviser representative at Truist Advisory Services, Inc.
11 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Renee Eppley Johnson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Truist Advisory Services, Inc.Sep 2025 to now
- Truist Investment Services, Inc.Sep 2025 to now
- JPMorgan Chase Bank, NAMar 2022 to Sep 2025
- JPMorgan Securities LLCMar 2022 to Sep 2025
- Wells Fargo Clearing Services, LLCJan 2020 to Mar 2022
- Wells Fargo Bank, NANov 2016 to Mar 2022
- Wells Fargo Clearing Services, LLCDec 2015 to Sep 2018
- Wells Fargo Advisors, LLCNov 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1997
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2273514
- Firm CRD
- 283390