Jellana A. Anderson
Professional summary
Jellana Alaine Canton Anderson, who also goes by Jellana Alaine Canton, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Tucker, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Charlotte, North Carolina.
Jellana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jellana has worked at 4 firms and has passed the Series 66, Series 52TO, SIE, Series 7, Series 4, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jellana Alaine Canton Anderson's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 9, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
October 26, 2007 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 214 N Tryon St Fl 17 32, 33, 34, Charlotte, NC, 28202May 27, 2020 - February 17, 2021
BB&T SECURITIES, LLC
May 21, 2020 - February 17, 2021
BB&T SECURITIES, LLC
November 7, 2007 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
September 19, 2006 - August 2, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
September 7, 2006 - August 2, 2007
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/2/2009)
(10/6/2020)
(12/10/2018)
(1/12/2012)
(1/2/2009)
(10/26/2007)
(6/9/2016)
(1/30/2014)
(3/19/2012)
(7/9/2009)
(2/8/2012)
(7/9/2010)
(1/14/2014)
(3/19/2012)
(1/2/2009)
(7/9/2009)
(1/2/2009)
(6/9/2010)
(6/29/2010)
(1/2/2009)
(1/2/2009)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
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.
