John E. Bennett
Professional summary
John Everett Bennett, who also goes by John E Bennett Jr, John E Bennett, John Everett Bennett Jr, John Everett Bennett Jr Jr, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Charleston, West Virginia and TRUIST INVESTMENT SERVICES, INC. located in Charleston, West Virginia.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. John has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Everett Bennett's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1124 Fledder John Rd, Charleston, WV 25314February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 501 Tennessee Ave, Charleston, WV 25302Office #2: 5701 Maccorkle Ave Se, Charleston, WV 25304Office #3: Us Route 52 Main St, Gilbert, WV 25621Office #4: 300 Summers St Ste 120, Charleston, WV 25301Office #5: 250 E 2nd Ave, Williamson, WV 25661Office #6: 80 Riverview Ave, Logan, WV 25601Office #7: 120 Logan St Corner Of Route 52 And Virginia Avenue, Kermit, WV 25674Office #8: 1447 Smoot Avenue, Danville, WV 25053Office #9: 5560 Big Tyler Rd, Cross Lanes, WV 25313Office #10: 4 River Walk Mall, South Charleston, WV 25303Office #11: 1124 Fledderjohn Rd, Charleston, WV 25314January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
September 19, 2007 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
September 18, 2007 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
June 1, 2006 - May 21, 2007
J.J.B. HILLIARD, W.L. LYONS, LLC
June 1, 2006 - May 21, 2007
J.J.B. HILLIARD, W.L. LYONS, LLC
February 1, 2005 - May 22, 2006
MORGAN STANLEY DW INC.
February 1, 2005 - May 22, 2006
MORGAN STANLEY DW INC.
March 2, 2004 - February 9, 2005
BB&T INVESTMENT SERVICES, INC.
January 23, 2003 - March 1, 2004
BB&T ASSET MANAGEMENT, INC.
November 6, 2002 - February 9, 2005
BB&T INVESTMENT SERVICES, INC.
January 26, 1998 - July 30, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 10, 1996 - July 30, 2002
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
(7/1/2025)
(1/6/2025)
(7/1/2025)
(2/17/2021)
(2/17/2021)
(7/1/2025)
(7/1/2025)
(2/17/2021)
(7/1/2025)
(6/22/2022)
(2/17/2021)
(2/17/2021)
(2/17/2021)
(8/27/2024)
(2/17/2021)
(12/18/2024)
(2/17/2021)
(2/17/2021)
(2/17/2021)
(2/17/2021)
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
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#: 283390Charleston, WV 25314TRUST BUT VERIFY
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