JD
Jared N. Dollar
TRUIST ADVISORY SERVICES
ST. AUGUSTINE, FL 32086
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CRD#: 4047186
JD
Professional summary
Jared Newton Dollar is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in St. Augustine, Florida and TRUIST INVESTMENT SERVICES, INC. located in Gainesville, Florida.
Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jared has worked at 5 firms and has passed the Series 66, SIE, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jared Newton Dollar'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
August 31, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1850 Us. Highway 1 S, St. Augustine, FL 32086RIA
CRD#: 283390
ST. AUGUSTINE, FL
Current
September 16, 2011 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 411 N Main St, Gainesville, FL 32601Office #2: 1850 Us Hwy 1 S, Saint Augustine, FL 32084Office #3: 304 High Tide Dr, Saint Augustine, FL 32080Office #4: 14220 W Newberry Rd, Newberry, FL 32669Office #5: 3814 Nw 43rd St, Gainesville, FL 32606Office #6: 5303 Sw 91st Dr, Gainesville, FL 32608Office #7: 5080 Newberry Rd, Gainesville, FL 32607Office #8: 13728 Beach Blvd, Jacksonville, FL 32224Office #9: 5258 Nowood Ave Unit 15, Jacksonville, FL 32208Office #10: 344 Monument Rd, Jacksonville, FL 32225Office #11: 481 Prosperity Lake Dr, Saint Augustine, FL 32092Office #12: 215 Pine Lake Dr, Ponte Vedra, FL 32081Office #13: 4781 Town Center Pkwy, Jacksonville, FL 32246BD
CRD#: 17499
Gainesville, FL
Past
September 26, 2011 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
GAINESVILLE, FL
Past
May 4, 2007 - September 19, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ST. AUGUSTINE, FL
Past
May 4, 2007 - September 19, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ST. AUGUSTINE, FL
Past
April 2, 2007 - May 7, 2007
MORGAN STANLEY & CO. LLC
RIA
CRD#: 8209
ST. AUGUSTINE, FL
Past
April 2, 2007 - May 7, 2007
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
ST. AUGUSTINE, FL
Past
February 7, 2000 - April 2, 2007
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
ST. AUGUSTINE, FL
Past
February 1, 2000 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
ST. AUGUSTINE, 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(11/15/2016)
RR
Arizona(12/10/2025)
RR
Arkansas(9/23/2020)
RR
California(3/14/2014)
RR
Connecticut(11/28/2018)
RR
Florida(9/16/2011)
IAR
Florida(8/31/2016)
RR
Georgia(9/16/2011)
RR
Illinois(12/5/2022)
RR
Louisiana(9/16/2011)
IAR
Louisiana(4/13/2017)
RR
Maryland(5/20/2016)
RR
Massachusetts(2/8/2019)
RR
Michigan(7/17/2013)
RR
Mississippi(1/29/2024)
RR
Missouri(4/13/2021)
RR
Nebraska(9/6/2018)
RR
Nevada(1/20/2023)
RR
New Jersey(9/5/2014)
RR
New York(9/16/2011)
RR
North Carolina(9/20/2011)
RR
Ohio(7/24/2012)
RR
Oklahoma(1/29/2026)
RR
Oregon(10/21/2020)
RR
Pennsylvania(8/26/2013)
RR
South Carolina(7/24/2017)
RR
Tennessee(5/4/2020)
RR
Texas(8/1/2014)
IAR
Texas(3/13/2017)
RR
Utah(10/5/2023)
RR
Virginia(8/28/2023)
Exams
State Security Law Exam
General Industry/Product 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.
