John M. Clinard
Professional summary
John Matthew Clinard, who also goes by Matt Clinard, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Nashville, Tennessee and TRUIST INVESTMENT SERVICES, INC. located in Nashville, Tennessee.
John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. John has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Matthew Clinard's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 7, 2018 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 4308 Harding Pike, Nashville, TN 37205August 2, 2018 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 2104 Hobbs Rd, Nashville, TN 37215Office #2: 4308 Harding Pike, Nashville, TN 37205Office #3: 7121 Highway 70 S, Nashville, TN 37221Office #4: 4310 Nolensville Rd, Nashville, TN 37211Office #5: 3101 Dickerson Pike, Nashville, TN 37207Office #6: 2531 8th Ave S, Nashville, TN 37204Office #7: 7185 Whites Creek Pike, Joelton, TN 37080February 3, 2015 - August 10, 2018
FIFTH THIRD SECURITIES, INC.
December 19, 2014 - August 10, 2018
FIFTH THIRD SECURITIES, INC.
April 6, 2011 - October 31, 2014
PRUCO SECURITIES, 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
(8/15/2018)
(2/24/2025)
(2/14/2025)
(8/10/2022)
(8/3/2018)
(9/13/2018)
(8/3/2018)
(11/3/2021)
(7/28/2025)
(8/7/2025)
(8/13/2018)
(8/6/2018)
(8/7/2018)
(8/13/2018)
(8/3/2018)
(9/13/2024)
(7/2/2025)
(8/4/2018)
(3/9/2022)
(8/2/2018)
(8/7/2018)
(8/3/2018)
(3/23/2023)
Exams
FINRA
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
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