John J. Kushman

TRUIST ADVISORY SERVICES

SARASOTA, FL 34236

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CRD#: 4713038

Professional summary

John Joseph Kushman, who also goes by John Kushman, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Sarasota, Florida and TRUIST INVESTMENT SERVICES, INC. located in Sarasota, Florida.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. John has worked at 7 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Kushman

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.

(1) The Community Foundation; Investment-related; Cape Coral, FL; Philanthropic Organization; Board Member of foundation's investment advisory committee; Volunteer; 06/2021; 1 Hour/Month; Hours/Trading; Serve on the advisory committee along with 6 other volunteers to oversee the management of the foundation's endowment. (2) Sarasota Paradise FC; Not investment-related; Sarasota, FL; Semi-professional soccer club; Advisory Board Member; 10/2024; 2-4 hours/month; 0 hours/trading; Collaborating with other board members to provide strategic advice regarding the club's plans and initiatives. (3) Villa D'Este Section B Condominium Assoc Board of Directors; not investment-related; Sarasota, FL; Condominium association; Member of board of directors, Director, property owner in condo association; 2/2025; 2-4 hours/month; 0 hours/trading; Collaborating with other board members to protect property owner rights and interests and help manage the association along with the property management company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Kushman'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

July 21, 2025 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 1777 Main Street 7th Floor - Md, Sarasota, FL 34236

RIA

CRD#: 283390

SARASOTA, FL

Current

May 6, 2025 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 1777 Main St Fl 7, Sarasota, FL 34236

CRD#: 17499

SARASOTA, FL

Past

February 28, 2022 - April 29, 2025

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

SAINT PAUL, MN

Past

October 4, 2019 - November 16, 2021

SYNOVUS SECURITIES, INC.

RIA

CRD#: 14023

VENICE, FL

Past

October 3, 2019 - November 16, 2021

SYNOVUS SECURITIES, INC.

CRD#: 14023

VENICE, FL

Past

September 12, 2016 - September 17, 2019

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

PORT CHARLOTTE, FL

Past

June 16, 2015 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

PUNTA GORDA, FL

Past

June 15, 2015 - September 17, 2019

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

PUNTA GORDA, FL

Past

December 11, 2013 - June 11, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MIAMISBURG, OH

Past

December 10, 2013 - June 11, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

MIAMISBURG, OH

Past

November 19, 2012 - November 26, 2013

MORGAN STANLEY

RIA

CRD#: 149777

CINCINNATI, OH

Past

October 16, 2012 - November 26, 2013

MORGAN STANLEY

CRD#: 149777

CINCINNATI, OH

Past

October 6, 2003 - September 27, 2012

FIFTH THIRD SECURITIES, INC.

CRD#: 628

EVENDALE, OH

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".

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.

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

Florida
(5/6/2025)

IAR

Florida
(7/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/2/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/16/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/19/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/15/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/3/2003

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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 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	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.

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Advisor Monitoring

Firm Stability Insights

John J. Kushman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Joseph Kushman's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

U.S. BANCORP INVESTMENTS, INC.

SYNOVUS SECURITIES, INC.

SYNOVUS SECURITIES, INC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

FIFTH THIRD SECURITIES, INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/2/2025

Series 66

Date: 11/16/2012

Series 63

Date: 11/19/2003

SIE

Date: 10/1/2018

Series 7

Date: 10/15/2012

Series 6

Date: 10/3/2003

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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