AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TJ

Thomas M. Jaehnel

TRUIST ADVISORY SERVICES
ORLANDO, FL 32809
Some features on this profile are disabled
CRD#: 2447964
TJ

Professional summary

Thomas Marc Jaehnel, who also goes by Tom Marc Jaehnel, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Orlando, Florida and TRUIST INVESTMENT SERVICES, INC. located in Orlando, Florida.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Thomas has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tom Marc Jaehnel

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Marc Jaehnel'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

March 8, 2019 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 7455 Chancellor Drive Suite - Cac South, Orlando, FL 32809
RIA
CRD#: 283390
ORLANDO, FL
Current

March 5, 2019 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 7455 Chancellor Dr, Orlando, FL 32809
BD
CRD#: 17499
Orlando, FL
Past

October 22, 2018 - November 21, 2018

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
APOPKA, FL
Past

July 24, 2008 - June 28, 2018

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

April 26, 2005 - June 25, 2008

EVERLAKE DISTRIBUTORS, LLC

BD
CRD#: 100460
NORTHBROOK, IL
Past

July 15, 2004 - January 3, 2005

PACIFIC CORNERSTONE CAPITAL INCORPORATED

BD
CRD#: 40397
SANTA ANA, CA
Past

August 1, 2003 - July 19, 2004

TRANSAMERICA INVESTORS SECURITIES, LLC

BD
CRD#: 32205
HARRISON, NY
Past

September 22, 1997 - August 6, 2002

COREBRIDGE CAPITAL SERVICES, INC.

BD
CRD#: 13158
JERSEY CITY, NJ
Past

June 4, 1997 - August 25, 1997

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

October 2, 1996 - January 30, 1997

PACIFIC SELECT DISTRIBUTORS, LLC

BD
CRD#: 4452
NEWPORT BEACH, CA
Past

April 15, 1994 - October 6, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 29, 1994 - March 31, 1994

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

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
Alabama
(3/5/2019)
RR
Alaska
(3/5/2019)
RR
Arizona
(3/5/2019)
RR
Arkansas
(3/5/2019)
RR
California
(3/5/2019)
RR
Colorado
(3/5/2019)
RR
Connecticut
(3/5/2019)
RR
Delaware
(3/5/2019)
RR
District of Columbia
(3/5/2019)
RR
Florida
(3/5/2019)
IAR
Florida
(3/8/2019)
RR
Georgia
(3/5/2019)
RR
Hawaii
(3/5/2019)
RR
Idaho
(3/5/2019)
RR
Illinois
(3/5/2019)
RR
Indiana
(3/5/2019)
RR
Iowa
(3/5/2019)
RR
Kansas
(3/5/2019)
RR
Kentucky
(3/5/2019)
RR
Louisiana
(3/5/2019)
RR
Maine
(3/5/2019)
RR
Maryland
(3/5/2019)
RR
Massachusetts
(3/5/2019)
RR
Michigan
(3/5/2019)
RR
Minnesota
(3/5/2019)
RR
Mississippi
(3/5/2019)
RR
Missouri
(3/5/2019)
RR
Montana
(3/5/2019)
RR
Nebraska
(3/5/2019)
RR
Nevada
(3/5/2019)
RR
New Hampshire
(3/5/2019)
RR
New Jersey
(3/5/2019)
RR
New Mexico
(3/5/2019)
RR
New York
(3/5/2019)
RR
North Carolina
(3/5/2019)
RR
North Dakota
(3/5/2019)
RR
Ohio
(3/5/2019)
RR
Oklahoma
(3/5/2019)
RR
Oregon
(3/5/2019)
RR
Pennsylvania
(3/5/2019)
RR
Rhode Island
(3/5/2019)
RR
South Carolina
(3/5/2019)
RR
South Dakota
(3/5/2019)
RR
Tennessee
(3/5/2019)
RR
Texas
(3/5/2019)
RR
Utah
(3/5/2019)
RR
Vermont
(3/5/2019)
RR
Virginia
(3/5/2019)
RR
Washington
(3/5/2019)
RR
West Virginia
(3/5/2019)
RR
Wisconsin
(3/5/2019)
RR
Wyoming
(3/5/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/17/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/26/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/28/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/24/1994
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/4/2022
General Securities Principal Examination
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (12/1/2025)
TAS AMC WRAP MANAGED PROGRAMS BROCHURE (12/1/2025)

Regulatory assets under management

Total Number of Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

TRUIST ADVISORY SERVICES, INC.

CRD#: 283390Orlando, FL 32809

TRUST BUT VERIFY

Monitor Thomas Jaehnel

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

RB
Robert BittnerAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
PR
MINNEAPOLIS, MN
ED
Edgar DuranAdvisorCheck Check Mark
TRANSAMERICA FINANCIAL ADVISORS, LLC
RR
West Palm Beach, FL
Gregory Scott Bowen
Gregory BowenAdvisorCheck Check Mark
MARINER WEALTH
IAR
RR
Portland, OR
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.