RJ
Remy L. Jeanneau
TRUIST ADVISORY SERVICES
WESTON, FL 33326
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CRD#: 3118151
RJ
Professional summary
Remy Lyn Jeanneau, who also goes by Remy L. Jeanneau, Remy Jeanneau, Remy Lyn Nadeau, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Weston, Florida and TRUIST INVESTMENT SERVICES, INC. located in Weston, Florida.
Remy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Remy has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Remy L. Jeanneau | Remy Jeanneau | Remy Lyn Nadeau
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.
Effective 10/24/2022 I will be an employee of both JPMorgan Securities and JPMorgan Bank. JPMorgan Bank offers a broad range of products and services nationwide. As an employee of JPMorgan Bank I will be able to offer certain bank products and services, including deposit and credit products.
CRS (Client Relationship Summary) - RIA
Click below to view Remy Lyn Jeanneau'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 3, 2025 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1200 Weston Rd Fl 2, Weston, FL 33326RIA
CRD#: 283390
WESTON, FL
Current
September 18, 2025 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1200 Weston Rd Fl 2, Weston, FL 33326BD
CRD#: 17499
Weston, FL
Past
November 1, 2022 - January 17, 2024
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
PALM BEACH GARDENS, FL
Past
November 1, 2022 - January 17, 2024
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
PALM BEACH GARDENS, FL
Past
January 22, 2018 - October 25, 2022
RBC CAPITAL MARKETS, LLC
RIA
CRD#: 31194
FORT LAUDERDALE, FL
Past
January 12, 2018 - October 25, 2022
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
FORT LAUDERDALE, FL
Past
February 5, 2016 - January 10, 2018
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
PALM BEACH GARDENS, FL
Past
September 28, 2015 - January 10, 2018
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
PALM BEACH GARDENS, FL
Past
June 1, 2009 - August 31, 2015
MORGAN STANLEY
BD
CRD#: 149777
FT. LAUDERDALE, FL
Past
November 8, 2006 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
FT. LAUDERDALE, FL
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(9/18/2025)
RR
Alaska(9/18/2025)
RR
Arizona(9/18/2025)
RR
Arkansas(9/18/2025)
RR
California(9/18/2025)
RR
Colorado(9/18/2025)
RR
Connecticut(9/18/2025)
RR
Delaware(9/18/2025)
RR
District of Columbia(9/18/2025)
RR
Florida(9/18/2025)
IAR
Florida(10/3/2025)
RR
Georgia(9/18/2025)
RR
Hawaii(9/18/2025)
RR
Idaho(9/18/2025)
RR
Illinois(9/18/2025)
RR
Indiana(9/18/2025)
RR
Iowa(9/18/2025)
RR
Kansas(9/18/2025)
RR
Kentucky(9/18/2025)
RR
Louisiana(9/18/2025)
RR
Maine(9/18/2025)
RR
Maryland(9/18/2025)
RR
Massachusetts(9/18/2025)
RR
Michigan(9/18/2025)
RR
Minnesota(9/18/2025)
RR
Mississippi(9/18/2025)
RR
Missouri(9/18/2025)
RR
Montana(9/18/2025)
RR
Nebraska(9/18/2025)
RR
Nevada(9/18/2025)
RR
New Hampshire(9/18/2025)
RR
New Jersey(9/18/2025)
RR
New Mexico(9/18/2025)
RR
New York(9/18/2025)
RR
North Carolina(9/18/2025)
RR
North Dakota(9/18/2025)
RR
Ohio(9/18/2025)
RR
Oklahoma(9/18/2025)
RR
Oregon(9/18/2025)
RR
Pennsylvania(9/18/2025)
RR
Puerto Rico(9/18/2025)
RR
Rhode Island(9/18/2025)
RR
South Carolina(9/18/2025)
RR
South Dakota(9/18/2025)
RR
Tennessee(9/18/2025)
RR
Texas(9/18/2025)
RR
Utah(9/18/2025)
RR
Vermont(9/18/2025)
RR
Virgin Islands(9/18/2025)
RR
Virginia(9/18/2025)
RR
Washington(9/18/2025)
RR
West Virginia(9/18/2025)
RR
Wisconsin(9/18/2025)
RR
Wyoming(9/18/2025)
Exams
State Security Law Exam
State Security Law 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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Weston, FL 33326TRUST BUT VERIFY
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