Jacqueline Anne Perez
Investment adviser representative at Truist Advisory Services, Inc.
15 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
15 years in the industry.
- Truist Advisory Services, Inc.Sep 2024 to now
- Truist Investment Services, IncSep 2024 to now
- Wells Fargo Bank, NAAug 2022 to Sep 2024
- Wells Fargo Clearing Services, LLCAug 2022 to Sep 2024
- Cetera Investment Services LLCFeb 2019 to Mar 2021
- Regions BankJul 2018 to Aug 2022
- PNC BankJan 2018 to Jul 2018
- PNC InvestmentsJan 2018 to Jul 2018
- Wells Fargo Clearing Services, LLCNov 2016 to Jan 2018
- Wells Fargo Advisors, LLC.Aug 2016 to Nov 2016
- Wells Fargo Bank NAJun 2011 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2022
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
- 6693970
- Firm CRD
- 283390