Jennifer L. Alexander

TRUIST ADVISORY SERVICES

NASHVILLE, TN 37212

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CRD#: 3131459

Professional summary

Jennifer L Alexander, who also goes by Jennifer Lynn Blatchford N/a, Jennifer Lynn Blatchford, Jennifer L Oldham, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Nashville, Tennessee and TRUIST INVESTMENT SERVICES, INC. located in Nashville, Tennessee.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jennifer has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer Lynn Blatchford N/a | Jennifer Lynn Blatchford | Jennifer L Oldham

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.

MUSCLE SHOALS SONGWRITERS' FOUNDATION POSITION: Board member NATURE: This is a songwriters foundation established to nurture and promote songwriters. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: Muscle Shoals AL, United States DESCRIPTION: Help with organizing the MSSF songwriters festival each year. SPEEDWAY CHILDREN'S CHARITIES POSITION: Board member NATURE: This non-profit organization works with local organizations to remove roadblocks for children in low-income communities. It also provides educational resources for children and families. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/14/2025 ADDRESS: Nashville TN, United States DESCRIPTION: Board member to help with fundraising events and awareness in the community of the services provided.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer L Alexander's CRS (Customer Relationship Summary).

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®

None

Experience

Current

September 14, 2016 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 1026 17th Ave S Fl 2, Nashville, TN 37212

RIA

CRD#: 283390

NASHVILLE, TN

Current

January 27, 2014 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 1026 17th Ave S Fl 2, Nashville, TN 37212

CRD#: 17499

Nashville, TN

Past

January 27, 2014 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

NASHVILLE, TN

Past

October 20, 2005 - April 24, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

BOWLING GREEN, KY

Past

October 20, 2005 - April 24, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

BOWLING GREEN, KY

Past

April 2, 2004 - October 5, 2005

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

BOWLING GREEN, KY

Past

February 24, 2004 - October 5, 2005

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

June 17, 2003 - October 23, 2003

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

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.

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

Tennessee
(1/27/2014)

IAR

Tennessee
(9/14/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/1/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/19/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/16/2003

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

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Firm Stability Insights

Jennifer L. Alexander

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer L Alexander's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

EDWARD JONES

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/1/2004

Series 63

Date: 6/19/2003

SIE

Date: 10/1/2018

Series 7

Date: 6/16/2003

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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