Renee E. Johnson

TRUIST ADVISORY SERVICES

FT LAUDERDALE, FL 33301

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CRD#: 2273514

Professional summary

Renee Eppley Johnson, who also goes by Saundra Renee Eppley, Saundra Eppley, Renee Eppley Johnson, Renee Johnson, Renee Eppley Mccabe, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Ft Lauderdale, Florida and TRUIST INVESTMENT SERVICES, INC. located in Fort Lauderdale, Florida.

Renee is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Renee has worked at 9 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 3 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Saundra Renee Eppley | Saundra Eppley | Renee Eppley Johnson | Renee Johnson | Renee Eppley Mccabe

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FRIENDS OF WLRN POSITION: BOARD NATURE: WLRN IS A PUBLIC MEDIA NEWS PLATFORM OPERATING IN THE LOCAL AREA AS A NON-PROFIT. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2024 ADDRESS: FORT LAUDERDALE FL, United States DESCRIPTION: I SERVE ON THEIR EXECUTIVE BOARD AND FINANCE COMMITEE. MY DUTIES INCLUDE REVIEWING STRATEGIC INIAITIVES OF THE ORGANIZATION. NO INVESTMENT GUIDANCE IS PROVIDED. THERE IS AN OUTSIDE FIRM THAT HANDLES ALL INVESTMENT ACTIVITY. BOCA BOWL EXECUTIVE BOARD POSITION: Board of Directors NATURE: The Boca Bowl is owned by ESPN Events. The executive board is responsible for elevating the football experience and engaging the public in awareness and attendance. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2025 ADDRESS: Boca Raton FL, United States DESCRIPTION: Meeting and Event Attendance. Promotion of charitable impact.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renee Eppley Johnson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 22, 2025 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 515 E. Las Olas Blvd 4th Floor, Ft Lauderdale, FL 33301

RIA

CRD#: 283390

FT LAUDERDALE, FL

Current

October 3, 2025 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 515 E Las Olas Blvd Fl 4, Fort Lauderdale, FL 33301

CRD#: 17499

Fort Lauderdale, FL

Past

May 2, 2022 - August 1, 2025

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Ft. Lauderdale, FL

Past

April 13, 2022 - August 1, 2025

J.P. MORGAN SECURITIES LLC

CRD#: 79

Ft. Lauderdale, FL

Past

February 28, 2020 - March 31, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MIAMI, FL

Past

January 10, 2020 - March 31, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MIAMI, FL

Past

December 1, 2015 - September 11, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BOCA RATON, FL

Past

December 1, 2015 - September 11, 2018

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BOCA RATON, FL

Past

June 25, 2014 - November 19, 2015

MORGAN STANLEY

RIA

CRD#: 149777

BOCA RATON, FL

Past

March 10, 2014 - November 19, 2015

MORGAN STANLEY

CRD#: 149777

BOCA RATON, FL

Past

May 6, 1998 - May 2, 2000

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

BOSTON, MA

Past

August 16, 1996 - May 29, 1998

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

December 12, 1995 - June 27, 1996

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

November 16, 1994 - October 9, 1995

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(10/3/2025)

IAR

Florida
(10/22/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/24/2014

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/19/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/30/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/11/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/10/2014

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 8/18/1992

National Commodity Futures Examination

Principal/Supervisory Exam

Series 24

Date: 3/26/1998

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

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Contact information

Main Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Mailing Address

Po Box 4418 Mc 107, Atlanta, GA 30302

Phone number

(800) 874-4770

Established

Firm type

Fiscal year end

# of Employees

2,469

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Renee E. Johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Renee Eppley Johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

BANC OF AMERICA INVESTMENT SERVICES, INC.

FIRST UNION BROKERAGE SERVICES, INC.

MORGAN STANLEY DW INC.

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/24/2014

Series 65

Date: 8/19/1997

Series 63

Date: 1/30/1995

SIE

Date: 9/11/2018

Series 7

Date: 3/10/2014

Series 3

Date: 8/18/1992

Series 24

Date: 3/26/1998

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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