Jacob Keith Reid
Investment adviser representative at Truist Advisory Services, Inc.
13 yearsExperience
1 stateRegistered in
CFADesignation
$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
13 years in the industry.
- Truist Advisory Services, Inc.Jan 2024 to now
- Bank of AmericaFeb 2022 to Jan 2024
- UnemployedDec 2021 to Jan 2022
- Full-time EducationSep 2021 to Nov 2021
- Bank of AmericaMay 2021 to Aug 2021
- Full-time EducationSep 2020 to Apr 2021
- CaptrustMay 2020 to Aug 2020
- Full-time EducationSep 2019 to Apr 2020
- TownebankMay 2019 to Aug 2019
- Full-time EducationSep 2018 to Apr 2019
- Paragon BankMay 2018 to Aug 2018
- The Looma ProjectJul 2017 to Aug 2021
- Full-time EducationJan 2013 to Apr 2018
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7260586
- Firm CRD
- 283390