Justine Lawson
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.Oct 2025 to now
- Truist Investment Services, Inc.Sep 2025 to now
- The Pastry FixJul 2024 to Feb 2025
- JPMorgan Securities LLCMar 2020 to Aug 2025
- JPMorgan Chase Bank NASep 2019 to Aug 2025
- Bank of America, N.A.Mar 2019 to Sep 2019
- National Bank of ArizonaJan 2019 to Mar 2019
- Starbucks CorporationAug 2018 to Feb 2019
- Oregano's Pizza BistroMay 2017 to Sep 2017
- Grand Canyon UniversityAug 2016 to Dec 2018
- JPMorgan Chase Bank, N.A.Feb 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7238576
- Firm CRD
- 283390