Thomas Marc Jaehnel
Investment adviser representative at Truist Advisory Services, Inc.
18 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Thomas Marc Jaehnel? 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
18 years in the industry.
- Truist Advisory Services, Inc.Mar 2019 to now
- Suntrust Advisory Services, Inc.Mar 2019 to now
- Suntrust Investment Services,inc.Mar 2019 to now
- UnemployedNov 2018 to Feb 2019
- Allstate Insurance CompanyNov 2018 to Nov 2018
- UnemployedJun 2018 to Oct 2018
- American United LifeJul 2008 to Jun 2018
- Oneamerica SecuritiesJul 2008 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2018
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
- 2447964
- Firm CRD
- 283390