Alan David Jacobson
Investment adviser representative at Truist Advisory Services, Inc.
11 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
11 years in the industry.
- Truist Advisory Services, Inc.Apr 2026 to now
- Truist Investment Services, IncApr 2026 to now
- Citizens Securities, Inc.Apr 2021 to Apr 2026
- Pruco Securities, LLCAug 2019 to Apr 2021
- The Prudential Insurance Company of AmericaAug 2019 to Apr 2021
- Lincoln Financial Advisors, IncFeb 2019 to Aug 2019
- Citizens Securities, Inc.Jan 2017 to Feb 2019
- Santander Bank NAFeb 2015 to Jan 2017
- Santander Securities LLCFeb 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 5074540
- Firm CRD
- 283390