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JL

Javonda T. Lightner

TRUIST ADVISORY SERVICES
ATLANTA, GA 30308
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CRD#: 4148124
JL

Professional summary


Javonda Thompson Lightner, who also goes by Javonda Thompson Perry, Javonda Renee Thompson, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.

Javonda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Javonda has worked at 9 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 53, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Javonda Thompson Perry | Javonda Renee Thompson

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.
* NAME OF BUSINESS: DECORS OF JAEPER * CANTON,GA * START DATE 12/15/2016 - PRESENT * POSITION:OWNER/ INTERIER PAINTING * NATURE OF BUSINESS:CUSTOM INTERIOR PAINTING * NOT INVESTMENT RELATED * 40 HOURS DEVOTE AFTER TRADING HOURS REWRITING YOUR NARRATIVE POSITION: Owner NATURE: Life Coaching INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2021 ADDRESS: , Woodstock GA , United States DESCRIPTION: Speaking engagements Empowering Women and Young Girls through listening, coaching and being an accountability partner REWRITING YOUR NARRATIVE POSITION: Landlord NATURE: Landlord INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/28/2022 ADDRESS: Woodstock GA, United States DESCRIPTION: Landlord

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Javonda Thompson Lightner'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

December 17, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 303 Peachtree St, Ne Fl 33, Atlanta, GA 30308
RIA
CRD#: 283390
ATLANTA, GA
Current

January 24, 2014 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 303 Peachtree St, Ne Fl 2 3, 29, 30, 31 & 33, Atlanta, GA, 30308
BD
CRD#: 17499
ATLANTA, GA
Past

January 24, 2014 - August 17, 2020

TRUIST SECURITIES, INC.

BD
CRD#: 6271
ATLANTA, GA
Past

April 25, 2013 - January 13, 2014

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

March 25, 2008 - October 29, 2008

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

March 25, 2008 - January 13, 2014

OSAIC SERVICES, INC.

BD
CRD#: 133763
SCOTTSDALE, AZ
Past

March 25, 2008 - January 13, 2014

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

January 29, 2007 - March 3, 2009

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

September 19, 2006 - January 13, 2014

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA

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
Georgia
(12/17/2021)
IAR
Georgia
(12/17/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/16/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/12/2006
General Securities Principal Examination
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
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

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

Regulatory assets under management


Total Number of Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
04/24/2025
Cover Page
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#: 283390Atlanta, GA 30308

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