Jeremy B. Stauss

TRUIST ADVISORY SERVICES

DALLAS, TX 75201

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CRD#: 4266598

Professional summary

Jeremy Blaine Stauss, CFP®, who also goes by Jeremy Blain Stauss, Jeremy Blain Strauss, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Dallas, Texas and TRUIST INVESTMENT SERVICES, INC. located in Dallas, Texas.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jeremy has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeremy Blain Stauss | Jeremy Blain Strauss

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.

Epilepsy Foundation of Texas, Non-Profit, Dallas/Fort Worth Area Office, 5080 Spectrum Drive, Suite 1150E, Addison, Texas 75001, Telephone: 214-420-2737, Toll-Free: 888-548-9716, Fax: 972-392-5951, Board Member, Donna Stahlut, 20 hours per year, 0 comp WENDEB PROPERTIES LLC POSITION: Member NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2022 ADDRESS: Trophy Club, TX, United States DESCRIPTION: Rental property

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Blaine Stauss'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®

CFP^®

Certified Financial Planner

Start date: 2003

Experience

Current

February 17, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 100 Crescent Ct Ste 1000, Dallas, TX 75201

RIA

CRD#: 283390

DALLAS, TX

Current

February 17, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 100 Crescent Ct Ste 1000, Dallas, TX 75201

CRD#: 17499

Dallas, TX

Past

June 15, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

June 15, 2018 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

August 26, 2016 - May 30, 2018

UMB FINANCIAL SERVICES, INC.

RIA

CRD#: 17073

Ft Worth, TX

Past

August 26, 2016 - May 30, 2018

UMB FINANCIAL SERVICES, INC.

CRD#: 17073

KANSAS CITY, MO

Past

April 26, 2016 - August 1, 2016

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

SOUTHLAKE, TX

Past

April 26, 2016 - August 1, 2016

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

SOUTHLAKE, TX

Past

October 23, 2009 - April 18, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FORT WORTH, TX

Past

October 23, 2009 - April 18, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FORT WORTH, TX

Past

January 9, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

ADDISON, TX

Past

January 9, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

ADDISON, TX

Past

February 24, 2006 - January 2, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PLANO, TX

Past

February 24, 2006 - January 2, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PLANO, TX

Past

April 11, 2003 - March 1, 2006

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

DALLAS, TX

Past

September 27, 2000 - March 1, 2006

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

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

Texas
(2/17/2021)

IAR

Texas
(2/17/2021)

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 65

Date: 12/16/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/4/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/22/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/23/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/26/2000

Investment Company Products/Variable Contracts 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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Advisor Monitoring

Firm Stability Insights

Jeremy B. Stauss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Blaine Stauss's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

UMB FINANCIAL SERVICES, INC.

UMB FINANCIAL SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/2002

Series 63

Date: 10/4/2000

SIE

Date: 10/1/2018

Series 31

Date: 8/22/2006

Series 7

Date: 10/23/2002

Series 6

Date: 9/26/2000

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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