William J. Johns
Professional summary
William Jacob Johns, AIF®, who also goes by William J Johns, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Virginia Beach, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Virginia Beach, Virginia.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. William has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Jacob Johns's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 19, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 948 Laskin Rd Fl 3, Virginia Beach, VA 23451August 16, 2005 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 849 Kempsville Rd, Virginia Beach, VA 23464Office #2: 948 Laskin Rd Ste 300, Virginia Beach, VA 23451Office #3: 2222 E Little Creek Rd, Norfolk, VA 23518Office #4: 2008 Cromwell Dr, Norfolk, VA 23509August 16, 2005 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
October 3, 2003 - August 3, 2005
WELLS FARGO CLEARING SERVICES, LLC
October 3, 2003 - August 3, 2005
WELLS FARGO CLEARING SERVICES, LLC
August 22, 2001 - June 11, 2003
MML INVESTORS SERVICES, LLC
July 23, 2001 - June 11, 2003
MML INVESTORS SERVICES, LLC
November 18, 1999 - January 12, 2001
MORGAN STANLEY DW INC.
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
(1/19/2022)
(12/21/2018)
(10/8/2024)
(2/21/2025)
(1/23/2022)
(4/14/2011)
(5/7/2020)
(3/28/2024)
(3/21/2022)
(1/19/2022)
(6/19/2017)
(10/12/2017)
(4/22/2014)
(8/16/2005)
(9/19/2016)
(8/23/2021)
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#: 283390Virginia Beach, VA 23451TRUST BUT VERIFY
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