JB
James F. Blackwell
TRUIST ADVISORY SERVICES
JACKSONVILLE, FL 32207
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CRD#: 6122144
JB
Professional summary
James F Blackwell JR., who also goes by James F Blackwell, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Jacksonville, Florida and TRUIST INVESTMENT SERVICES, INC. located in Jacksonville, Florida.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. James has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James F Blackwell
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.
HAYES-TAYLOR MEMORIAL YMCA POSITION: Board Member NATURE: I will be a board member and will attend monthly board meetings and help present ideas to the YMCA on how to better serve the community. The YMCA itself is involved in youth development, healthy living and social responsibility for all in the Greensboro community INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/27/2020 ADDRESS: 2630 E Florida St, Greensboro NC 27401 Rental Property POSITION: Owner NATURE: I am converting my North Carolina home into a rental investment home. I am also planning to create an LLC so that the rental home can be placed into the LLC for liability protection. The purpose of the rental home is to generate additional investments. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/24/2023 ADDRESS: Kernersville NC, United States DESCRIPTION: I will hire a rental company to manage the rental property (e.g. collect rents, hire vendors for maintenance/repairs, select tenants, etc.). RENAE KIMBLE ACADEMY ELEMENTARY CHARTER SCHOOL POSITION: Board member NATURE: This is an attempt to establish a new Charter elementary school in the city. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/18/2024 ADDRESS: Niagara Falls NY, United States DESCRIPTION: Providing advice on the board.
CRS (Client Relationship Summary) - RIA
Click below to view James F Blackwell JR.'s 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®
NoneExperience
Current
April 25, 2023 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1200 Riverplace Blvd Fl 5, Jacksonville, FL 32207RIA
CRD#: 283390
JACKSONVILLE, FL
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1200 Riverplace Blvd Fl 5, Jacksonville, FL 32207BD
CRD#: 17499
Jacksonville, FL
Past
February 17, 2021 - January 4, 2023
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
JACKSONVILLE, FL
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
February 14, 2013 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
GREENSBORO, NC
Past
October 24, 2012 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
GREENSBORO, NC
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
Colorado(2/17/2021)
RR
Florida(2/17/2021)
IAR
Florida(4/25/2023)
RR
Georgia(2/17/2021)
RR
North Carolina(2/17/2021)
RR
South Carolina(2/17/2021)
RR
Virginia(2/17/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
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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)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Jacksonville, FL 32207TRUST BUT VERIFY
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