Cody A. Jeffcoat
TRUIST ADVISORY SERVICES
CARY, NC 27513
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CRD#: 4686525
Professional summary
Cody Allen Jeffcoat, CFP®, who also goes by Cody Jeffcoat, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Cary, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Cary, North Carolina.
Cody is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Cody has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Cody Jeffcoat
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.
POSITION: OWNER/OPERATOR NATURE: POTTERY PRODUCTION AND SALES INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: , Pittsboro NC DESCRIPTION: PRODUCTION AND SALE OF PRODUCTS 339 WEBSTER ST RENTAL POSITION: Property Owner NATURE: Rental property. Own and rent this single property. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: , Cary NC , United States DESCRIPTION: Renting, maintaining and paying expenses related to the property
CRS (Client Relationship Summary) - RIA
Click below to view Cody Allen Jeffcoat'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®
CFP®
Start date: 2008
Experience
Current
September 13, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 991 High House Rd Fl 1, Cary, NC 27513RIA
CRD#: 283390
CARY, NC
Current
January 6, 2014 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 991 High House Rd, Cary, NC 27513Office #2: 924 Kildaire Farm Rd Fl 2, Cary, NC 27511Office #3: 1414 Raleigh Rd Ste 130, Chapel Hill, NC 27517BD
CRD#: 17499
Cary, NC
Past
January 6, 2014 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
CARY, NC
Past
July 12, 2010 - December 11, 2013
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
HIGH POINT, NC
Past
July 12, 2010 - December 11, 2013
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
HIGH POINT, NC
Past
August 16, 2007 - February 2, 2009
LPL FINANCIAL LLC
RIA
CRD#: 6413
RALEIGH, NC
Past
August 16, 2007 - February 2, 2009
LPL FINANCIAL LLC
BD
CRD#: 6413
RALEIGH, NC
Past
January 19, 2007 - August 21, 2007
EDWARD JONES
RIA
CRD#: 250
RALEIGH, NC
Past
September 9, 2003 - August 21, 2007
EDWARD JONES
BD
CRD#: 250
RALEIGH, NC
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(4/7/2015)
RR
Arizona(3/29/2018)
RR
Arkansas(12/23/2019)
RR
California(4/7/2015)
RR
Colorado(3/6/2023)
RR
District of Columbia(3/29/2018)
RR
Florida(4/7/2015)
RR
Georgia(4/7/2015)
RR
Hawaii(10/23/2018)
RR
Illinois(4/9/2015)
RR
Indiana(6/24/2019)
RR
Iowa(4/4/2019)
RR
Kansas(3/21/2022)
RR
Louisiana(3/29/2018)
RR
Maine(5/21/2018)
RR
Maryland(3/29/2018)
RR
Massachusetts(12/21/2017)
RR
Michigan(4/7/2015)
RR
Missouri(4/7/2015)
RR
Nevada(3/29/2018)
RR
New Hampshire(3/29/2018)
RR
New Jersey(3/29/2018)
RR
New York(3/29/2018)
RR
North Carolina(1/6/2014)
IAR
North Carolina(9/13/2016)
RR
Ohio(4/2/2018)
RR
Pennsylvania(3/29/2018)
RR
Rhode Island(3/29/2018)
RR
South Carolina(4/7/2015)
RR
Tennessee(5/21/2018)
RR
Texas(1/5/2016)
IAR
Texas(5/12/2017)
RR
Utah(3/29/2018)
RR
Virginia(3/29/2018)
RR
Washington(12/22/2017)
RR
West Virginia(12/19/2017)
RR
Wisconsin(10/13/2021)
RR
Wyoming(5/12/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Cary, NC 27513TRUST BUT VERIFY
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