Greg-o'ryan Johnson
Investment adviser representative at Truist Advisory Services, Inc.
10 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
10 years in the industry.
- Truist Advisory Services, Inc.Apr 2024 to now
- Truist Investment Services, Inc.Apr 2024 to now
- Edward JonesDec 2023 to Apr 2024
- Bank of America, N.A.Aug 2021 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2021 to Nov 2023
- Amazon.com, IncNov 2020 to Jan 2021
- Silicon Valley BankFeb 2020 to Aug 2021
- Eos FitnessJan 2020 to Nov 2023
- Fitness Alliance LLCJan 2020 to Mar 2020
- Lincoln Heritage InsuranceAug 2019 to Mar 2020
- Shelby County SchoolsJan 2019 to Jul 2019
- Cadc LLCOct 2018 to Nov 2018
- Pfsi Investments Inc.Jul 2018 to Jan 2020
- Limitless Entertainment LLCApr 2017 to Mar 2020
- W E B DuboisAug 2016 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
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
- 6968782
- Firm CRD
- 283390