JR
Jennifer M. Ritorto
TRUIST ADVISORY SERVICES
ATLANTA, GA 30326
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CRD#: 5019869
JR
Professional summary
Jennifer Marie Ritorto, CFP®, who also goes by Jennifer Ritorto Williamson, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Jennifer has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jennifer Ritorto Williamson
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.
N GA SCHOOL OF BALLET POSITION: Dance Teacher NATURE: Dance instruction to children INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: Atlanta GA, United States DESCRIPTION: Dance instructor to children. ACORN TO OAKS FOUNDATION POSITION: 100 Days of Giving Chair NATURE: Fundraising arm of elementary school with sole mission of enriching and supplementing learning for all students at Garden Hills Elementary School INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2023 ADDRESS: Atlanta GA, United States DESCRIPTION: Chairperson of 100 Days of Giving- reach out to existing donors, parents of students at elementary school, and prospective donors to raise funds for school. KENNTORTO LLC POSITION: Co-Owner NATURE: LLC to hold real estate property. This property will not generate any income. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2024 ADDRESS: Atlanta GA, United States DESCRIPTION: Owner of LLC to hold real estate.
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Marie Ritorto'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: 2009
Experience
Current
September 20, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326RIA
CRD#: 283390
ATLANTA, GA
Current
July 20, 2010 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326BD
CRD#: 17499
ATLANTA, GA
Past
August 13, 2010 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
ATLANTA, GA
Past
November 2, 2005 - July 22, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
ATLANTA, GA
Past
October 18, 2005 - July 22, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
ATLANTA, GA
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(5/26/2017)
RR
Arkansas(10/31/2025)
RR
California(1/24/2013)
RR
Connecticut(5/31/2023)
RR
Delaware(1/30/2025)
RR
District of Columbia(9/20/2018)
RR
Florida(8/11/2010)
RR
Georgia(7/20/2010)
IAR
Georgia(9/20/2016)
RR
Illinois(6/19/2013)
RR
Indiana(8/9/2022)
RR
Louisiana(7/29/2011)
IAR
Louisiana(4/12/2017)
RR
Massachusetts(1/22/2019)
RR
Minnesota(3/15/2017)
RR
Mississippi(3/10/2023)
RR
New York(1/23/2019)
RR
North Carolina(1/21/2016)
RR
Ohio(7/23/2021)
RR
South Carolina(7/20/2010)
RR
Tennessee(6/3/2016)
RR
Texas(1/24/2014)
IAR
Texas(3/13/2017)
RR
Virginia(2/11/2025)
RR
Wisconsin(11/22/2024)
Exams
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
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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.
