Jarod Dylan Walker
Investment adviser representative at Truist Advisory Services, Inc.
13 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
13 years in the industry.
- Truist Advisory Services, Inc.Feb 2024 to now
- Truist Investment Services, Inc.Feb 2024 to now
- MML Investors Services, LLCApr 2023 to Feb 2024
- Massmutual Life Insurance CoMar 2023 to Feb 2024
- Tristate Financial AdvisorsDec 2022 to Feb 2023
- Walker Auto DetailingJul 2021 to Jul 2022
- Unc CharlotteAug 2019 to Dec 2022
- PublixOct 2017 to Jul 2021
- Forsyth Tech Community CollegeAug 2017 to Jul 2019
- Reagan High SchoolAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
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
- 7720326
- Firm CRD
- 283390