JV
Jhuler Villegas
TRUIST ADVISORY SERVICES
CAPE CORAL, FL 33914
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CRD#: 4730113
JV
Professional summary
Jhuler Villegas, CFP® is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Cape Coral, Florida and TRUIST INVESTMENT SERVICES, INC. located in Lehigh Acres, Florida.
Jhuler is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jhuler has worked at 8 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
FORT MYERS BEACH SMOKE SHOP POSITION: PART OWNER NATURE: PARTNER INVESTMENT RELATED: NO NUMBER OF HOURS: 4 INVESTMENT RELATED HOURS: 0 START DATE: 09/17/2013 ADDRESS: 1660 ESTERO BLVD, UNIT B, FORT MYERS BEACH FL 33931 DESCRIPTION: THIS BUSINESS WOULD RETAIL CIGARS AT A STORE ON FORT MYERS BEACH. RENTAL PROPERTIES POSITION: Owner NATURE: Owner/Sole Proprietor INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2016 ADDRESS: 1217 SW 13th Street, Cape Coral FL 33991 DESCRIPTION: Rental of Real Estate properties that I own. Three rental properties: 1412 Santa Barbara Blvd, Unit A, Cape Coral, FL 33991; 1412 Barbara Blvd, Unit B, Cape Coral, FL 33991; 1412 Santa Barbara Blvd, Unit C, Cape Coral, FL 33991.
CRS (Client Relationship Summary) - RIA
Click below to view Jhuler Villegas'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: 2013
Experience
Current
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 2510 Santa Barbara Blvd, Cape Coral, FL 33914RIA
CRD#: 283390
CAPE CORAL, FL
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1190 Homestead Rd N, Lehigh Acres, FL 33936Office #2: 4959 S Cleveland Ave, Fort Myers, FL 33907Office #3: 8930 Colonial Center Dr, Fort Myers, FL 33905Office #4: 2510 Santa Barbara Blvd, Cape Coral, FL 33914BD
CRD#: 17499
Lehigh Acres, FL
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
April 16, 2009 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
ESTERO, FL
Past
June 16, 2008 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
ESTERO, FL
Past
July 12, 2007 - June 16, 2008
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
FORT MYERS, FL
Past
June 16, 2005 - April 26, 2007
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
CAPE CORAL, FL
Past
January 21, 2004 - April 22, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
FORT MYERS, FL
Past
December 19, 2003 - April 22, 2005
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
December 19, 2003 - April 22, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
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(2/17/2021)
RR
Arizona(2/17/2021)
RR
Colorado(2/16/2024)
RR
Connecticut(2/17/2021)
RR
Delaware(2/17/2021)
RR
Florida(2/17/2021)
IAR
Florida(2/17/2021)
RR
Georgia(5/12/2021)
RR
Illinois(3/22/2024)
RR
Indiana(2/17/2021)
RR
Kentucky(2/17/2021)
RR
Maryland(2/17/2021)
RR
Massachusetts(2/10/2022)
RR
Michigan(2/17/2021)
RR
Minnesota(2/17/2021)
RR
New Jersey(7/15/2021)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
RR
Ohio(2/17/2021)
RR
Pennsylvania(2/17/2021)
RR
Rhode Island(6/18/2021)
RR
South Carolina(2/17/2021)
RR
Tennessee(2/17/2021)
RR
Texas(2/17/2021)
RR
Utah(2/17/2021)
RR
Vermont(2/17/2021)
RR
Virginia(2/17/2021)
RR
West Virginia(2/17/2021)
RR
Wisconsin(2/17/2021)
Exams
State Security Law Exam
State Security Law 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
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
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#: 283390Cape Coral, FL 33914TRUST BUT VERIFY
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