Paul Jones
Investment adviser representative at Truist Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$77.4BFirm assets
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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
12 years in the industry.
- Truist Advisory Services, Inc.Jan 2026 to now
- Truist Investment Services, Inc.Jan 2026 to now
- Charles Schwab & Co., Inc.Jul 2025 to Jan 2026
- Truist Investment Services, Inc.Jun 2021 to Jul 2025
- Trust Advisory Services, Inc.Jun 2021 to Jul 2025
- UnemployedMay 2021 to Jun 2021
- J.P. Morgan Securities, LLCApr 2019 to May 2021
- JPMorgan Chase Bank, N.A.Apr 2019 to May 2021
- Charles Schwab & Co., Inc.Jan 2019 to Apr 2019
- Schwab Private Client Investment Advisory, Inc.Jan 2019 to Apr 2019
- Bb&t CorpAug 2017 to Sep 2017
- Bank of America, N.A.Oct 2014 to Jan 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2014 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2009
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
- 5214508
- Firm CRD
- 283390