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Jennifer Anne Hamlin

Investment adviser representative at Truist Advisory Services, Inc.
5 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business

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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

5 years in the industry.

  1. Truist Advisory Services, Inc.Nov 2021 to now
  2. Truist Investment Services, Inc.Nov 2021 to now
  3. MML Investors Services, LLCSep 2021 to Oct 2021
  4. MassmutualAug 2021 to Oct 2021
  5. Guardian Life Insurance CompanyNov 2019 to Aug 2021
  6. Park Avenue SecuritiesNov 2019 to Aug 2021
  7. UnemployedJul 2019 to Oct 2019
  8. MML Investors Services, LLCMar 2017 to Jun 2019
  9. Metlife Securities IncApr 2016 to Mar 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 66 · Uniform Combined State Law2020

State registrations

Registered as an investment adviser representative in 1 state (NC).

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
3203545
Firm CRD
283390
Advisor's SEC record (opens in a new tab)
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