James Jeffrey Haines
Investment adviser representative at Truist Advisory Services, Inc.
10 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you James Jeffrey Haines? Claim your profile
Contact this firm
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
10 years in the industry.
- Truist Advisory Services, Inc.Apr 2024 to now
- Truist Investment Services, IncMar 2024 to now
- Ameriprise Financial Services, LLCNov 2023 to Mar 2024
- Comerica SecuritiesMay 2021 to Nov 2023
- Wells Fargo Clearing Services, LLCNov 2016 to May 2021
- Wells Fargo BankOct 2016 to May 2021
- Wells Fargo AdvisorsOct 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2024
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
- 6714003
- Firm CRD
- 283390