JB
Jennifer H. Beaulieu
TRUIST ADVISORY SERVICES
CHARLOTTE, NC 28277
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CRD#: 4271861
JB
Professional summary
Jennifer Hatcher Beaulieu, who also goes by Jennifer Nora Hatcher, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Charlotte, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Charlotte, North Carolina.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jennifer has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Nora Hatcher
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.
RENTAL PROPERTY POSITION: Owner NATURE: Short term rental of mountain house. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: Beech Mountain NC, United States DESCRIPTION: Homeowner RENTAL INCOME POSITION: Owner NATURE: Condo/home rental INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2016 ADDRESS: Charlotte NC, United States DESCRIPTION: n/a RENTAL POSITION: Owner NATURE: Privately owned home inside short term rental community near Disney. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: Davenport FL, United States DESCRIPTION: Short term rental property. We have local managers who take care of property and guest communications during travel.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Hatcher Beaulieu'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
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 5369 Ballantyne Commons Pkwy, Charlotte, NC 28277RIA
CRD#: 283390
CHARLOTTE, NC
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 5369 Ballantyne Commons Pkwy, Charlotte, NC 28277Office #2: 585 Nautical Dr, Clover, SC 29710Office #3: 600 N Main St, Lancaster, SC 29720Office #4: 10009 Rea Rd, Charlotte, NC 28277Office #5: 6304 Weddington Rd, Matthews, NC 28104Office #6: 7801 Pineville Matthews Rd, Charlotte, NC 28226BD
CRD#: 17499
Charlotte, NC
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
May 20, 2008 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
ROCK HILL, SC
Past
May 20, 2008 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
ROCK HILL, SC
Past
November 12, 2003 - May 16, 2008
SCOTT & STRINGFELLOW, LLC
RIA
CRD#: 6255
CHARLOTTE, NC
Past
October 27, 2003 - May 16, 2008
SCOTT & STRINGFELLOW, LLC
BD
CRD#: 6255
CHARLOTTE, NC
Past
November 29, 2001 - November 12, 2003
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
VENICE, FL
Past
November 28, 2001 - November 12, 2003
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, 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(10/15/2025)
RR
Colorado(10/15/2025)
RR
Florida(2/17/2021)
RR
Georgia(11/2/2021)
RR
Illinois(4/1/2025)
RR
Iowa(8/3/2023)
RR
Michigan(4/1/2025)
RR
Mississippi(4/1/2025)
RR
Missouri(7/29/2024)
RR
New Jersey(1/2/2023)
RR
New York(4/1/2025)
RR
North Carolina(2/17/2021)
IAR
North Carolina(2/17/2021)
RR
Ohio(12/14/2023)
RR
Oregon(4/1/2025)
RR
Pennsylvania(7/14/2021)
RR
South Carolina(2/17/2021)
IAR
South Carolina(8/8/2025)
RR
Tennessee(4/1/2025)
RR
Texas(5/18/2022)
RR
Virginia(12/8/2022)
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.
