Jeni R. Cobbs
Professional summary
Jeni Rachel Cobbs, who also goes by Rachel Cobbs, Jeni Rachel Hettich, J. Rachel Wilson, Jeni Rachel Wilson, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.
Jeni is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Jeni has worked at 10 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeni Rachel Cobbs's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 21, 2017 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 303 Peachtree St, Ne Fl 33, Atlanta, GA 30308July 19, 2019 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 303 Peachtree St, Ne Fl 2 3, 29, 30, 31 & 33, Atlanta, GA, 30308March 13, 2017 - December 31, 2017
GFO ADVISORY SERVICES, LLC
November 8, 2010 - April 10, 2012
NEXT FINANCIAL GROUP, INC.
September 9, 2009 - June 1, 2010
NEXT FINANCIAL GROUP, INC.
May 26, 2005 - August 10, 2009
OSAIC SERVICES, INC.
April 14, 2003 - December 31, 2004
SPELMAN & CO., INC.
April 14, 2003 - December 31, 2004
SENTRA SECURITIES CORPORATION
April 14, 2003 - October 31, 2005
SUNAMERICA SECURITIES, INC.
April 12, 2002 - April 21, 2003
WORLD GROUP SECURITIES, INC.
May 15, 2001 - April 12, 2002
WMA SECURITIES, 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
(12/21/2017)
(7/19/2019)
Exams
Series 7TO
Date: 7/19/2019
General Securities Representative ExaminationFINRA
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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