Jennifer L. Burkhardt
Professional summary
Jennifer Leigh Burkhardt, who also goes by Jennifer Leigh Schaffner, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in King Of Prussia, Pennsylvania and TRUIST INVESTMENT SERVICES, INC. located in Allentown, Pennsylvania.
Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jennifer has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jennifer Leigh Burkhardt's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 2, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 150 S Warner Road, King Of Prussia, PA 19406February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 645 Hamilton St, Allentown, PA 18101January 2, 2018 - March 2, 2021
BB&T SECURITIES, LLC
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
July 13, 2016 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
July 13, 2016 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
April 21, 2016 - July 12, 2016
CETERA INVESTMENT ADVISERS LLC
August 28, 2014 - July 12, 2016
CETERA INVESTMENT SERVICES LLC
September 19, 2012 - August 29, 2014
SANTANDER SECURITIES LLC
July 19, 2011 - September 19, 2012
LPL FINANCIAL LLC
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
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Visual representation of state registrations
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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
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.
