John P Bromhead
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.Mar 2026 to now
- Truist Advsiory Services, IncFeb 2026 to now
- Truist Investment Services, IncFeb 2026 to now
- Morgan StanleyAug 2025 to Feb 2026
- UnemployedJun 2025 to Aug 2025
- Onelife Fitness - TenleytownMay 2024 to Jun 2025
- UnemployedDec 2023 to May 2024
- Crunch Fitness - Chevy ChaseAug 2023 to Dec 2023
- City of Burbank - Verdugo Aquatics CenterJul 2022 to Aug 2022
- American UniversityAug 2021 to May 2025
- UnemployedSep 2015 to Aug 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 8123100
- Firm CRD
- 283390