Jeffrey D. Chasman
Professional summary
Jeffrey David Chasman, who also goes by Jeff Chasman, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Dunwoody, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Dunwoody, Georgia.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jeffrey has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey David Chasman's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 1, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 5490 Chamblee Dunwoody Rd, Dunwoody, GA 30338April 13, 2012 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 5490 Chamblee Dunwoody Rd, Dunwoody, GA 30338Office #2: 5370 Peachtree Ind Blvd, Chamblee, GA 30341April 18, 2012 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
August 1, 2009 - April 12, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 31, 2009 - April 12, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 23, 2004 - August 4, 2009
WELLS FARGO CLEARING SERVICES, LLC
October 1, 2000 - August 4, 2009
WELLS FARGO CLEARING SERVICES, LLC
February 2, 2000 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, 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
(8/30/2018)
(2/12/2021)
(4/16/2012)
(4/18/2012)
(9/1/2016)
(3/29/2021)
(8/8/2018)
(2/22/2021)
(7/21/2022)
(3/7/2016)
(11/14/2025)
(2/17/2015)
(3/30/2015)
(2/11/2019)
(2/27/2019)
(4/13/2012)
(12/17/2019)
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
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