JW
Jennifer B. Williams
TRUIST ADVISORY SERVICES
TAMPA, FL 33602
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CRD#: 2467383
JW
Professional summary
Jennifer Beth Williams, CFP®, who also goes by Jennifer Beth Goldman, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Tampa, Florida and TRUIST INVESTMENT SERVICES, INC. located in Tampa, Florida.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Jennifer has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Beth Goldman
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.
1. REAL ESTATE HOLDING COMPANIES: WMS INVESTMENTS, PLATT STREET HOLDINGS & MY ANGEL FUND 1. Family real estate holding companies where husband is Manager handling all duties and responsibilities. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 No personal responsibilities. JOINT TENANT NATURE: HOME RENTAL THAT MY HUSBAND, DARRELL WILLIAMS, AND I OWN IN OUR PERSONAL NAME TO A TENANT. THE HOME IS LOCATED AT 503 SUWANEE CIR, TAMPA, FL 33606. INVESTMENT RELATED: No NUMBER OF HOURS=0 SECURITIES TRADING HOURS=0 ADDRESS:503 SUWANEE CIR , TAMPA FL DESCRIPTION: LANDLORD DUTIES INCLUDE: 1. SIGN LEASE,2. ENSURE TENANT HAS OBTAINED RENTAL LIABILITY INSURANCE COVERAGE, 3. GIVE ACCESS TO HOME, 4. COLLECT RENT, 5.ENSURE TENANT MAINTAINS HOME PER LEASE AGREEMENT, 6.ASSIST TENANT AS NEEDED WITH ANY REPAIR OR MAINTENANCE ISSUES.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Beth Williams'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: 2002
Experience
Current
August 18, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 401 E Jackson St Fl 20, Tampa, FL 33602RIA
CRD#: 283390
TAMPA, FL
Current
January 11, 2011 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 401 E Jackson St Fl 1 & 19, Tampa, FL 33602BD
CRD#: 17499
Tampa, FL
Past
December 23, 2010 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
TAMPA, FL
Past
January 27, 2003 - January 8, 2009
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
TAMPA, FL
Past
January 24, 2003 - January 8, 2009
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
TAMPA, FL
Past
April 13, 1994 - October 25, 1994
PFS INVESTMENTS INC.
BD
CRD#: 10111
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(3/7/2024)
RR
Arkansas(2/12/2020)
RR
California(4/18/2012)
RR
Colorado(7/23/2019)
RR
Connecticut(3/23/2016)
RR
District of Columbia(3/18/2015)
RR
Florida(1/12/2011)
IAR
Florida(8/18/2016)
RR
Georgia(1/18/2011)
RR
Indiana(4/26/2016)
RR
Iowa(3/30/2011)
RR
Kansas(6/27/2024)
RR
Maine(3/26/2020)
RR
Maryland(3/27/2012)
RR
Massachusetts(5/23/2011)
RR
Minnesota(7/16/2021)
RR
Missouri(11/5/2024)
RR
New Hampshire(2/17/2022)
RR
New Jersey(1/28/2019)
RR
New York(10/9/2012)
RR
North Carolina(8/16/2016)
RR
North Dakota(2/7/2019)
RR
Ohio(2/6/2019)
RR
Pennsylvania(5/9/2012)
RR
Rhode Island(4/4/2016)
IAR
Rhode Island(4/13/2017)
RR
South Carolina(6/24/2022)
RR
Texas(5/9/2012)
IAR
Texas(6/6/2019)
RR
Vermont(7/27/2022)
RR
Virginia(5/13/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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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
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.
