JP
Jennifer M. Powell
TRUIST ADVISORY SERVICES
ROANOKE, VA 24012
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CRD#: 4675248
JP
Professional summary
Jennifer Michelle Powell, who also goes by Jennifer Powell, Jennifer Turner Shay, Jennifer Michelle Turner, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Roanoke, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Roanoke, Virginia.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jennifer has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Powell | Jennifer Turner Shay | Jennifer Michelle Turner
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.
AIRBNB POSITION: Property Owner NATURE: My husband and I are purchasing my grandparentshome (to keep the property in the family) and wewould like to rent it out part-time as an airbnb. Therenters book their reservation and pay airbnb directlyand they in turn minus a small fee would pay us. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 0 START DATE: 08/02/2021 ADDRESS: , Bassett VA , United States DESCRIPTION: Setting up a separate joint checking account withTruist to track income/expenses.My husband and I are purchasing my grandparentshome (to keep the property in the family) and wewould like to rent it out part-time as an airbnb. Therenters book their reservation and pay airbnb directlyand they in turn minus a small fee would pay us.Please note: We haven't purchased the property yet, waiting on appraisal. This won't start until some minor repairs are done to the home, etc.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Michelle Powell'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
September 20, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1401 Hershberger Rd Nw, Roanoke, VA 24012RIA
CRD#: 283390
ROANOKE, VA
Current
January 5, 2010 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 2230 Melrose Ave Nw, Roanoke, VA 24017Office #2: 115 W Main St, Bedford, VA 24523Office #3: 7227 Williamson Rd, Roanoke, VA 24019Office #4: 238 E Church St, Martinsville, VA 24112Office #5: 1401 Hershberger Rd Nw, Roanoke, VA 24012Office #6: 3458 Orange Ave Ne, Roanoke, VA 24012BD
CRD#: 17499
Roanoke, VA
Past
April 6, 2015 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
MARTINSVILLE, VA
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
Arizona(12/18/2019)
RR
Colorado(11/2/2022)
RR
Connecticut(5/29/2024)
RR
Florida(5/13/2015)
RR
Georgia(6/11/2020)
RR
Hawaii(4/14/2020)
RR
Maryland(11/10/2021)
RR
Massachusetts(11/17/2021)
RR
Michigan(9/14/2023)
RR
New Jersey(11/6/2020)
RR
New York(8/16/2019)
RR
North Carolina(5/12/2015)
RR
Ohio(5/3/2024)
RR
Oklahoma(1/22/2021)
RR
Pennsylvania(5/11/2015)
RR
Tennessee(5/29/2024)
RR
Texas(5/19/2015)
IAR
Texas(3/7/2022)
RR
Virginia(11/5/2012)
IAR
Virginia(9/20/2016)
RR
West Virginia(8/18/2022)
RR
Wisconsin(8/25/2020)
Exams
State Security Law Exam
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.
