Paul G. Jones

TRUIST ADVISORY SERVICES

ORLANDO, FL 32809

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CRD#: 5214508

Professional summary

Paul Gerard Jones, CFP®, who also goes by Paul Gerard Jones, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Orlando, Florida and TRUIST INVESTMENT SERVICES, INC. located in Orlando, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Paul has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul Gerard Jones

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Gerard Jones'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

January 29, 2026 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 7455 Chancellor Dr Fl 1, Orlando, FL 32809

RIA

CRD#: 283390

ORLANDO, FL

Current

January 26, 2026 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 7455 Chancellor Dr, Orlando, FL 32809

CRD#: 17499

Orlando, FL

Past

August 6, 2025 - February 7, 2026

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Orlando, FL

Past

August 5, 2025 - February 7, 2026

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Orlando, FL

Past

July 22, 2021 - July 29, 2025

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ORLANDO, FL

Past

July 13, 2021 - July 29, 2025

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ORLANDO, FL

Past

May 20, 2019 - May 14, 2021

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

ORLANDO, FL

Past

May 16, 2019 - May 14, 2021

J.P. MORGAN SECURITIES LLC

CRD#: 79

ORLANDO, FL

Past

January 18, 2019 - April 15, 2019

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

Orlando, FL

Past

January 16, 2019 - April 15, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Orlando, FL

Past

November 12, 2014 - January 7, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

ORLANDO, FL

Past

November 7, 2014 - January 7, 2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

ORLANDO, FL

Past

November 8, 2013 - October 20, 2014

MORGAN STANLEY

RIA

CRD#: 149777

WINTER PARK, FL

Past

November 6, 2013 - October 20, 2014

MORGAN STANLEY

CRD#: 149777

WINTER PARK, FL

Past

October 24, 2011 - October 7, 2013

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ORLANDO, FL

Past

October 17, 2011 - October 7, 2013

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ORLANDO, FL

Past

August 1, 2011 - October 5, 2011

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

OCOEE, FL

Past

July 26, 2011 - October 5, 2011

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

OCOEE, FL

Past

March 12, 2009 - July 15, 2011

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ORLANDO, FL

Past

November 28, 2006 - July 15, 2011

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ORLANDO, FL

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

Alabama
(1/26/2026)

Alaska
(1/26/2026)

Arizona
(1/26/2026)

Arkansas
(1/26/2026)

California
(1/26/2026)

Colorado
(1/26/2026)

Connecticut
(1/26/2026)

Delaware
(1/26/2026)

District of Columbia
(1/26/2026)

Florida
(1/26/2026)

IAR

Florida
(1/29/2026)

Georgia
(1/26/2026)

Hawaii
(1/26/2026)

Idaho
(1/26/2026)

Illinois
(1/26/2026)

Indiana
(1/26/2026)

Iowa
(1/26/2026)

Kansas
(1/26/2026)

Kentucky
(1/26/2026)

Louisiana
(1/26/2026)

Maine
(1/26/2026)

Maryland
(1/26/2026)

Massachusetts
(1/26/2026)

Michigan
(1/26/2026)

Minnesota
(1/26/2026)

Mississippi
(1/26/2026)

Missouri
(1/26/2026)

Montana
(1/26/2026)

Nebraska
(1/26/2026)

Nevada
(1/26/2026)

New Hampshire
(1/26/2026)

New Jersey
(1/26/2026)

New Mexico
(1/26/2026)

New York
(1/26/2026)

North Carolina
(1/26/2026)

North Dakota
(1/26/2026)

Ohio
(1/26/2026)

Oklahoma
(1/26/2026)

Oregon
(1/26/2026)

Pennsylvania
(1/26/2026)

Puerto Rico
(1/26/2026)

Rhode Island
(1/26/2026)

South Carolina
(1/26/2026)

South Dakota
(1/26/2026)

Tennessee
(1/26/2026)

Texas
(1/26/2026)

Utah
(1/26/2026)

Vermont
(1/26/2026)

Virgin Islands
(1/26/2026)

Virginia
(1/26/2026)

Washington
(1/26/2026)

West Virginia
(1/26/2026)

Wisconsin
(1/26/2026)

Wyoming
(1/26/2026)

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 66

Date: 3/4/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/22/2006

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: 10/22/2007

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/27/2006

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 CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (12/1/2025)

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (12/1/2025)

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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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Paul G. Jones

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Gerard Jones's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/4/2009

Series 63

Date: 12/22/2006

SIE

Date: 10/1/2018

Series 7

Date: 10/22/2007

Series 6

Date: 11/27/2006

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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