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PH

Patrick G. Hojan

TRUIST ADVISORY SERVICES
COLUMBUS, GA 31901
Some features on this profile are disabled
CRD#: 5756980
PH

Professional summary

Patrick Gene Hojan, CPWA®, who also goes by Patrick Gene Hojan, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Columbus, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Columbus, Georgia.

Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Patrick has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Patrick Gene Hojan

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.
COLUMBUS SYMPHONY ORCHESTRA POSITION: Board Member NATURE: Columbus Symphony Orchestra is a non-profit organization that promotes and performs orchestral arrangements. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/01/2021 ADDRESS: Columbus GA, United States DESCRIPTION: General oversight of the non-profit organization.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Gene Hojan'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®
CPWA®

Certified Private Wealth Advisor

Start date: 2022-09-20

Expire date: 2024-08-31

Experience

Current

July 17, 2025 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 1246 First Avenue, Columbus, GA 31901
RIA
CRD#: 283390
COLUMBUS, GA
Current

July 16, 2025 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 1246 1st Ave, Columbus, GA 31901
BD
CRD#: 17499
COLUMBUS, GA
Past

October 31, 2022 - June 17, 2025

EDWARD JONES

RIA
CRD#: 250
COLUMBUS, GA
Past

October 28, 2022 - June 17, 2025

EDWARD JONES

BD
CRD#: 250
COLUMBUS, GA
Past

April 25, 2019 - October 31, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
COLUMBUS, GA
Past

April 24, 2019 - October 31, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
COLUMBUS, GA
Past

June 14, 2016 - April 24, 2019

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
PHENIX CITY, AL
Past

June 9, 2016 - April 24, 2019

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
PHENIX CITY, AL
Past

January 6, 2016 - May 27, 2016

INVEST FINANCIAL CORPORATION

RIA
CRD#: 12984
WEST POINT, GA
Past

January 6, 2016 - May 27, 2016

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
WEST POINT, GA
Past

April 9, 2015 - December 31, 2015

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
Columbus, GA
Past

January 9, 2015 - January 4, 2016

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
Columbus, GA
Past

March 17, 2010 - May 2, 2013

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
COLUMBUS, 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
Georgia
(7/16/2025)
IAR
Georgia
(7/17/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/9/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/29/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/5/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/16/2010
Investment Company Products/Variable Contracts Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts124,363
AUM (Assets Under Management)$ 67,736,740,585

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

TRUIST ADVISORY SERVICES, INC.

CRD#: 283390Columbus, GA 31901

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