Jessica L. Elmore
Professional summary
Jessica Limtiaco Elmore, who also goes by Jessica M Limtiaco, Jessica Martina Limtiaco, N/a N/a, Jessica Limtiaco Valenti, Jessica Martina Valenti, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Tampa, Florida and TRUIST INVESTMENT SERVICES, INC. located in Tampa, Florida.
Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Jessica has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Limtiaco Elmore's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 8, 2017 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 401 E Jackson St Fl 20, Tampa, FL 33602October 13, 2016 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 401 E Jackson St Fl 1 & 19, Tampa, FL 33602October 14, 2016 - January 6, 2017
TRUIST INVESTMENT SERVICES, INC.
January 23, 1995 - January 6, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 17, 1995 - January 6, 2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/14/2017)
(10/13/2016)
(10/13/2016)
(10/13/2016)
(1/26/2023)
(10/13/2016)
(3/8/2017)
(10/13/2016)
(12/14/2021)
(5/22/2024)
(2/3/2022)
(2/6/2023)
(7/10/2025)
(2/5/2024)
(2/6/2024)
(2/16/2017)
(2/3/2022)
(5/12/2023)
(10/13/2016)
(7/26/2018)
(3/25/2021)
(10/13/2016)
(10/13/2016)
(9/17/2018)
(2/6/2023)
(7/10/2025)
(10/13/2016)
(10/13/2016)
(10/13/2016)
(2/6/2023)
(10/13/2016)
(10/13/2016)
(8/21/2023)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
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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