Justin I. Harmon
Professional summary
Justin Isaiah Harmon, who also goes by Justin Harmon, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in New York, New York and TRUIST INVESTMENT SERVICES, INC. located in New York, New York.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Justin has worked at 3 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Justin Isaiah Harmon's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 2, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 50 Hudson Yards Fl 69, New York, NY 10001May 6, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 50 Hudson Yards Fl 69, New York, NY 10001October 25, 2011 - October 22, 2014
J.P. MORGAN 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
(5/21/2021)
(5/20/2021)
(5/20/2021)
(6/18/2021)
(6/18/2021)
(6/18/2021)
(7/26/2021)
(6/18/2021)
(6/18/2021)
Exams
Series 7TO
Date: 5/6/2021
General 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
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