Jamie A. Mackenzie

TRUIST ADVISORY SERVICES

GLEN ALLEN, VA

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CRD#: 2394448

Professional summary

Jamie Allison Mackenzie, who also goes by Jamie Allison Dunn, Jamie Allison Hazelwood, Jamie Allison Tibbs, Jamie Tibbs, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Glen Allen, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Richmond, Virginia.

Jamie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jamie has worked at 8 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 3, Series 7, Series 10, Series 9, Series 24 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie Allison Dunn | Jamie Allison Hazelwood | Jamie Allison Tibbs | Jamie Tibbs

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.

* SYNERGY VENTURES, LLC * MECHANICSVILLE, VA * ONLINE RETAILS SALES * PROPRIETOR; PROCURE INVENTORY AT AUCTIONS AND FLEA MARKETS AT DISCOUNT, THEN RESELL ON EBAY STORE * 03/17/2010 - PRESENT * 0-HOURS DEVOTED PER MONTH DURING BUSINESS HOURS/24 HOURS DEVOTED PER MONTH AFTER BUSINESS HOURS. J. MACKENZIE IMAGERY ADDRESS: Cocoa Beach FL , United States POSITION: Owner NATURE: Photographer and Photography Sales; potential to be hired for weekend photography jobs. DESCRIPTION: Take pictures and post/sell to different sites INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 0 START DATE: 11/28/2017 AMAZON INFLUENCER POSITION: Influencer NATURE: Create a website of Amazon products that I have purchased and use in my everyday life. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/15/2023 ADDRESS: Cocoa Beach FL, United States DESCRIPTION: Create posts on my Amazon Influencer Website with products I have purchased showing how they work and their features. If a customer clicks through and purchases, I may earn a small commission for referring the product. LIVETHEVIBE POSITION: Owner NATURE: Life Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2025 ADDRESS: Glen Allen VA, United States DESCRIPTION: Meet with clients to provide life coaching, outside of Truist business hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Allison Mackenzie'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

June 22, 2016 - Present

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

GLEN ALLEN, VA

Current

December 11, 2007 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 1001 Semmes Ave Fl 3, Richmond, VA 23286

CRD#: 17499

Richmond, VA

Past

December 11, 2007 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

RICHMOND, VA

Past

December 17, 2003 - December 4, 2007

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

RICHMOND, VA

Past

December 17, 2003 - December 4, 2007

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

RICHMOND, VA

Past

June 1, 2001 - February 10, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

RICHMOND, VA

Past

December 1, 2000 - February 10, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

October 2, 1997 - December 19, 2002

SAUNDERS RETIREMENT ADVISORS, INC.

CRD#: 35041

RICHMOND, VA

Past

September 13, 1994 - June 7, 1995

BRANCH, CABELL & CO., INC.

CRD#: 6820

RICHMOND, VA

Past

March 25, 1994 - September 20, 1994

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

October 18, 1993 - March 28, 1994

INVESTORS SECURITY COMPANY, INC.

CRD#: 2331

SUFFOLK, VA

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

Arkansas
(8/28/2020)

Florida
(1/17/2008)

Georgia
(1/16/2008)

IAR

Virginia
(8/9/2024)

Virginia
(8/20/2024)

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 65

Date: 5/11/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/24/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/20/2005

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 10/15/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 4/2/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/30/2004

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 24

Date: 11/10/2003

General Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 5/26/1998

Financial and Operations 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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jamie A. Mackenzie

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamie Allison Mackenzie's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

SAUNDERS RETIREMENT ADVISORS, INC.

BRANCH, CABELL & CO., INC.

OSAIC WEALTH, INC.

INVESTORS SECURITY COMPANY, INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/11/2001

Series 63

Date: 11/24/1993

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 3

Date: 12/20/2005

Series 7

Date: 10/15/1993

Series 10

Date: 4/2/2004

Series 9

Date: 1/30/2004

Series 24

Date: 11/10/2003

Series 27

Date: 5/26/1998

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

Contact information

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