Jane H. Yarborough
TRUIST ADVISORY SERVICES
CHAPEL HILL, NC 27517
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CRD#: 2421346
Professional summary
Jane Harris Yarborough, CFP®, who also goes by Jane Elizabeth Harris, Lisa Yarborough, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Chapel Hill, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Chapel Hill, North Carolina.
Jane is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Jane has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Debt Management
Investment Planning
Employee and Employer Plan Ben...
Budgeting
Business Succession Planning
Tax Planning
Estate Planning
Retirement Planning
Comprehensive Financial Planni...
Insurance Planning
Are you a "fiduciary"?
Yes
Aliases
Jane Elizabeth Harris | Lisa Yarborough
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.
DUKE MEMORIAL UNITED METHODIST CHURCH POSITION: Board of Directors NATURE: Duke Memorial United Methodist Church is a church located in Downtown Durham. Nominated and approved as Director of the Memorial Church Fund. I will not have check writing authority, however as a Director I will have a voice with the committee on the direction of their investment accounts. How we choose to spend those funds on behalf of our church. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/08/2025 ADDRESS: Durham NC, United States DESCRIPTION: One of 9 Directors- we serve on a board of directors/committee to make decisions regarding the use of funds held in The Memorial Church Fund (a non-profit foundation account used for our church). The service is for life as a Director of The Memorial Church Fund. No sole authority is given to any director. The decisions are made by majority vote when changes are needed in process or money is spent. I do not have check writing authority and funds are invested by third party.
CRS (Client Relationship Summary) - RIA
Click below to view Jane Harris Yarborough's 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®
CFP®
Start date: 2006
Experience
Current
September 9, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1414 Raleigh Rd, Chapel Hill, NC 27517RIA
CRD#: 283390
CHAPEL HILL, NC
Current
January 3, 2005 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1414 Raleigh Rd Ste 130, Chapel Hill, NC 27517BD
CRD#: 17499
Chapel Hill, NC
Past
February 6, 2006 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
RALEIGH, NC
Past
September 30, 2002 - January 3, 2005
NCF FINANCIAL SERVICES, INC.
BD
CRD#: 120471
DURHAM, NC
Past
September 25, 1997 - September 30, 2002
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
APPLETON, WI
Past
November 11, 1993 - November 13, 1997
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
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".
TA
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.RR
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
RR
North Carolina(1/3/2005)
IAR
North Carolina(9/9/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
TA
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)Upgrade to AdvisorCheck Premium
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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)
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
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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Chapel Hill, NC 27517TRUST BUT VERIFY
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Contact information
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