Eddie K. Jackson
Professional summary
Eddie King Jackson II, who also goes by Eddie King Jackson II, Eddie King Jackson, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Boca Raton, Florida and TRUIST INVESTMENT SERVICES, INC. located in Boca Raton, Florida.
Eddie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Eddie has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eddie King Jackson II's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 12, 2017 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1 Town Center Rd, Boca Raton, FL 33486June 10, 2013 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1 Town Center Rd Ste 200, Boca Raton, FL 33486December 26, 2019 - February 17, 2021
BB&T SECURITIES, LLC
December 9, 2019 - February 17, 2021
BB&T SECURITIES, LLC
June 2, 2008 - May 9, 2013
HSBC SECURITIES (USA) INC.
October 1, 2000 - March 24, 2008
WELLS FARGO CLEARING SERVICES, LLC
October 1, 2000 - March 24, 2008
WELLS FARGO CLEARING SERVICES, LLC
September 22, 1993 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
March 5, 1991 - October 16, 1991
SOUTHEAST BANK BROKERAGE SERVICE, INC.
June 16, 1987 - February 28, 1989
CIBC WORLD MARKETS CORP.
May 22, 1986 - June 24, 1987
UBS FINANCIAL SERVICES INC.
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
(6/10/2013)
(1/12/2017)
(6/10/2013)
Exams
FINRA
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.
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Boca Raton, FL 33486TRUST BUT VERIFY
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