JH
Jamie L. Hudgins
TRUIST ADVISORY SERVICES
MANASSAS, VA 20110
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CRD#: 3094070
JH
Professional summary
Jamie Lynn Hudgins, who also goes by Jamie Lynn Oswald, Jamie Lynn Pfister, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Manassas, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Manassas, Virginia.
Jamie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jamie has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jamie Lynn Oswald | Jamie Lynn Pfister
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.
RENTAL UNIT POSITION: Landlord NATURE: I will be a Landlord for a property I solely own. My in-laws will be my tenant, who are also an STIS/STASclient. As a landlord, I will make sure the home has a desirable living arrangement for my renters and provide continued upkeep and repairs that are necessary. Lease agreement signing will be on 11/14/20 with a lease start date of 11/15/20. INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 11/15/2020 ADDRESS: , Midlothia VA , United States DESCRIPTION: I manage the property and manage the bank account associated with the rental. I manage all costs with the rent paid.
CRS (Client Relationship Summary) - RIA
Click below to view Jamie Lynn Hudgins'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®
NoneExperience
Current
October 16, 2019 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 9200 Church St Ste 100, Manassas, VA 20110RIA
CRD#: 283390
MANASSAS, VA
Current
October 16, 2019 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 9200 Church St Fl 1, Manassas, VA 20110Office #2: 13815 Smoketown Rd, Woodbridge, VA 22192BD
CRD#: 17499
MANASSAS, VA
Past
September 21, 2016 - October 16, 2019
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
DALE CITY, VA
Past
October 26, 2006 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
DALE CITY, VA
Past
March 13, 2003 - October 16, 2019
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
DALE CITY, VA
Past
September 30, 1998 - March 19, 2003
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
September 30, 1998 - March 19, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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(3/5/2024)
RR
Arizona(7/31/2020)
RR
California(10/16/2019)
RR
Colorado(12/20/2022)
RR
District of Columbia(10/16/2019)
RR
Florida(10/16/2019)
RR
Iowa(10/28/2019)
RR
Kentucky(10/16/2019)
RR
Maryland(10/16/2019)
RR
Massachusetts(7/30/2021)
RR
Missouri(11/7/2023)
RR
New Jersey(3/26/2020)
RR
New York(10/16/2019)
RR
North Carolina(10/16/2019)
RR
Ohio(10/16/2019)
RR
Oklahoma(10/16/2019)
RR
Pennsylvania(10/16/2019)
RR
South Carolina(10/16/2019)
RR
Texas(10/16/2019)
IAR
Texas(11/18/2019)
RR
Virginia(10/16/2019)
IAR
Virginia(10/16/2019)
RR
Washington(10/16/2019)
RR
West Virginia(7/14/2021)
RR
Wisconsin(10/16/2019)
Exams
State Security Law Exam
State Security Law 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
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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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Manassas, VA 20110TRUST BUT VERIFY
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