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JB

Janet M. Bentley-ewers

TRUIST ADVISORY SERVICES
ATLANTA, GA 30308
Some features on this profile are disabled
CRD#: 4517255
JB

Professional summary

Janet Marie Bentley-ewers, who also goes by Janet Marie Bentley, Janet Bentley, Janet Marie Bentley-ewars, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.

Janet is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Janet has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 24, Series 9 and Series 10 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Janet Marie Bentley | Janet Bentley | Janet Marie Bentley-Ewars

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.
LEVEL UP WITH JANET E.! ON FACEBOOK POSITION: owner NATURE: Arts, Entertainment, and Recreation INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 1 START DATE: 10/18/2021 ADDRESS: 5585 Morton Road, Alpharetta GA 30022, United States DESCRIPTION: Production of short videos for FB/IG on behalf of my Level Up with Janet E.! page. AJJEM ENTERPRISES POSITION: CO-OWNER NATURE: VAN TRANSPORTATION SHORT-TERM AND LONG-TERM RENTAL SERVICE INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: ALPHARETTA GA, United States DESCRIPTION: Administrative in nature- assist with marketing, basic budgeting and year-end accounting/tax filing for the business LEVEL UP WITH JANET E. POSITION: owner/vlogger NATURE: Youtube channel: Level Up with Janet E.! - video blog that discusses journey to your purpose through finding your God-given ability. 10-15 minute video posted once per month. Activity does not and had not had any compensation at this time. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/25/2023 ADDRESS: Atlanta GA, United States DESCRIPTION: Youtube channel: Level Up with Janet E.! - video blog that discusses journey to your purpose through finding your God-given ability. 10-15 minute video posted once per month. Activity does not and had not had any compensation at this time. FAITH INTERNATIONAL CHURCH POSITION: Board Member NATURE: Board Member for a non-profit organization- church INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 07/31/2023 ADDRESS: East Stroudsburg PA, United States DESCRIPTION: general business knowledge and experience used to assist with executive decision making and strategic planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janet Marie Bentley-ewers'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

November 24, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

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

November 23, 2021 - 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

August 26, 2020 - November 29, 2021

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

February 4, 2020 - March 30, 2020

ESSEX SECURITIES LLC

BD
CRD#: 46605
JERSEY CITY, NJ
Past

August 19, 2019 - March 30, 2020

SAN BLAS SECURITIES LLC

BD
CRD#: 290605
CHICAGO, IL
Past

February 11, 2019 - May 15, 2020

SAN BLAS ADVISORY, INC.

RIA
CRD#: 296929
EAST STROUDSBURG, PA
Past

January 9, 2019 - December 31, 2019

INVICTUS CAPITAL INVESTORS

RIA
CRD#: 285851
EAST STROUDSBURG, PA
Past

November 2, 2018 - December 31, 2018

SAN BLAS ADVISORY, INC.

RIA
CRD#: 296929
EAST STROUDSBURG, PA
Past

March 30, 2018 - December 31, 2018

INVICTUS CAPITAL INVESTORS

RIA
CRD#: 285851
EAST STROUDSBURG, PA
Past

April 16, 2012 - August 11, 2020

SB ADVISORY, LLC

RIA
CRD#: 154680
MT. POCONO, PA
Past

August 23, 2011 - December 11, 2019

IFS SECURITIES

BD
CRD#: 40375
ATLANTA, GA
Past

August 10, 2011 - August 16, 2011

KOVACK SECURITIES INC.

BD
CRD#: 44848
SCOTRUN, PA
Past

January 3, 2007 - May 12, 2010

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL
Past

January 9, 2006 - November 14, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JACKSONVILLE, FL
Past

December 15, 2004 - November 14, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PENNINGTON, NJ
Past

April 21, 2003 - September 29, 2004

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO
Past

July 8, 2002 - April 17, 2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

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
(11/24/2021)
IAR
Georgia
(11/24/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/1/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/17/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/5/2002
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/12/2019
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/19/2008
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 5/22/2008
General Securities Sales Supervisor - General Module 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)
TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

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
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.

Company Information

TRUIST ADVISORY SERVICES, INC.

CRD#: 283390Atlanta, GA 30308

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