Jeni Rachel Cobbs
Investment adviser representative at Truist Advisory Services, Inc.
14 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
14 years in the industry.
- Truist Investment Services, Inc.Feb 2021 to now
- Truist Advisory Services, Inc.Dec 2017 to now
- Suntrust Investment Services, Inc.Jun 2019 to Feb 2021
- Suntrust Advisory Services, Inc.Dec 2017 to Feb 2021
- Genspring Family Offices, LLCNov 2016 to Dec 2017
- Regions Investment ManagementApr 2012 to Nov 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 4354424
- Firm CRD
- 283390