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John Joseph Czura

Investment adviser representative at Truist Advisory Services, Inc.
9 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

9 years in the industry.

  1. Truist Advisory Services, Inc.Jul 2025 to now
  2. Truist Investment Services, IncJul 2025 to now
  3. UnemployedMar 2025 to Jul 2025
  4. Wells Fargo Clearing Services LLCNov 2021 to Mar 2025
  5. Allied UniversalFeb 2019 to Oct 2021
  6. Sun States SecuritySep 2018 to Feb 2019
  7. Chick-fil-aJun 2016 to Sep 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2020

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
7463838
Firm CRD
283390
Advisor's SEC record (opens in a new tab)
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