Jeffrey J. Alger
Professional summary
Jeffrey James Alger, who also goes by Jeff Alger, Jeffrey J. Alger, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Brentwood, Tennessee and TRUIST INVESTMENT SERVICES, INC. located in Brentwood, Tennessee.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Jeffrey has worked at 10 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey James Alger's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 31, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 5205 Maryland Way, Brentwood, TN 37027January 3, 2005 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 5205 Maryland Way Ste 200, Brentwood, TN 37027January 3, 2005 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
January 21, 2004 - January 3, 2005
NCF FINANCIAL SERVICES, INC.
September 30, 2002 - January 3, 2005
NCF FINANCIAL SERVICES, INC.
April 26, 2002 - September 30, 2002
INVEST FINANCIAL CORPORATION
April 16, 2002 - September 30, 2002
INVEST FINANCIAL CORPORATION
March 30, 2001 - April 2, 2002
MORGAN STANLEY DW INC.
January 1, 1998 - March 15, 2001
BANC OF AMERICA INVESTMENT SERVICES, INC.
June 7, 1993 - January 1, 1998
NATIONSSECURITIES
June 23, 1992 - June 7, 1993
BANC OF AMERICA INVESTMENT SERVICES, INC.
June 26, 1989 - August 14, 1990
TRUIST INVESTMENT SERVICES, INC.
February 9, 1988 - May 6, 1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 2, 1984 - February 4, 1988
PRUDENTIAL EQUITY GROUP, LLC
April 20, 1983 - March 2, 1984
J. B. HANAUER & CO.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/29/2011)
(9/10/2013)
(6/17/2020)
(4/20/2006)
(2/6/2019)
(1/3/2005)
(1/3/2005)
(12/8/2017)
(7/31/2014)
(8/28/2013)
(11/5/2025)
(2/23/2017)
(5/8/2023)
(11/6/2024)
(3/1/2021)
(1/10/2023)
(1/3/2005)
(8/2/2019)
(1/16/2019)
(11/15/2022)
(3/23/2012)
(1/3/2005)
(8/31/2016)
(2/8/2016)
(5/12/2017)
(10/21/2016)
(7/23/2019)
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationFINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
