Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Truist Advisory Services, Inc. financial advisors in Jacksonville, FL

Every SEC-registered investment adviser representative at a Truist Advisory Services, Inc. office in Jacksonville, A to Z.

The short answer

8 registered advisors work at Truist Advisory Services, Inc. in Jacksonville, out of 1,708 at the firm nationwide; it ranks number 31 in the city by advisors. 3 list the CFP designation and 8 are also registered broker representatives.

Truist Advisory Services, Inc. advisors in Jacksonville, A to Z

Every Truist Advisory Services, Inc. advisor →

Truist Advisory Services, Inc. advisors in every city and state →Truist Advisory Services, Inc.: assets, clients and custodians →Truist news and advisor moves →Advisor Moves: who changed firms this week →

Truist Advisory Services, Inc. advisors in other cities

Atlanta, GA 139Charlotte, NC 118Richmond, VA 79Orlando, FL 56Raleigh, NC 49Tampa, FL 44Dallas, TX 24Alpharetta, GA 22McLean, VA 22Nashville, TN 22Winter Park, FL 22Washington, DC 20Houston, TX 19New York, NY 17Fort Lauderdale, FL 16

Other firms in Jacksonville

All Jacksonville advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 719Strategic Advisers LLC 628Citigroup Global Markets Inc. 68Florida Financial Advisors, LLC 64J.P. Morgan Securities LLC 57LPL Financial LLC 54Wells Fargo Clearing Services, LLC 53Morgan Stanley 42Raymond James & Associates, Inc. 42Ameriprise Financial Services, LLC 32Equitable Advisors, LLC 27Charles Schwab & Co., Inc. 25

Questions

How many financial advisors does Truist Advisory Services, Inc. have in Jacksonville?

8 investment adviser representatives are registered at Truist Advisory Services, Inc. offices in Jacksonville, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 1,708 nationwide. 3 list the CFP designation and 8 are also registered as broker representatives.

Is Truist Advisory Services, Inc. one of the largest advisor employers in Jacksonville?

Truist Advisory Services, Inc. ranks number 31 in Jacksonville by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 719.

How do I check a Truist Advisory Services, Inc. advisor in Jacksonville?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Truist Advisory Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.