JM
Jeffrey C. Mc Closkey
TRUIST ADVISORY SERVICES
POTOMAC, MD 20854
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CRD#: 6185486
JM
Professional summary
Jeffrey Charles Mc Closkey, who also goes by Jeffrey Charles Mccloskey, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Potomac, Maryland and TRUIST INVESTMENT SERVICES, INC. located in Potomac, Maryland.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jeffrey has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Charles Mccloskey
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.
POOLESVILLE SWIM TEAM POSITION: Treasurer NATURE: The Poolesville Swim Team is dedicated to the development of its members as swimmers. They seek to foster respect for Piranhas' team members, as well as other swim teams, officials, and for the sport of swimming. The Piranhas emphasize the concept of teamwork and strive to provide fun, meaningful competition for all of its members. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: Poolesville MD, United States DESCRIPTION: A Treasurer oversees all financial transactions and fundraising efforts going in or out of an organizing committee. Their primary duties include - budget planning, financial reporting, record-keeping, and managing incoming and outgoing funds. POOLESVILLE AREA CHAMBER OF COMMERCE POSITION: Treasurer NATURE: The Poolesville Area Chamber of Commerce is a nonprofit organization incorporated in Maryland in 1979 as a 501 (c)6 non-profit business organization. We are dedicated to the promotion and advancement of the general welfare and prosperity of the Poolesville Area, its citizens, and its business community. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: Poolesville MD, United States DESCRIPTION: Monthly financial reporting/coordination.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Charles Mc Closkey'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
September 13, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 7969 Tuckerman Ln, Potomac, MD 20854RIA
CRD#: 283390
POTOMAC, MD
Current
July 20, 2015 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 7969 Tuckerman Ln, Potomac, MD 20854Office #2: 2909 University Blvd W, Kensington, MD 20895Office #3: 800 Muddy Branch Rd, Gaithersburg, MD 20878Office #4: 10415 Old Georgetown Rd, Bethesda, MD 20814BD
CRD#: 17499
POTOMAC, MD
Past
July 20, 2015 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
CHEVY CHASE, MD
Past
August 21, 2013 - August 4, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
VIENNA, VA
Past
July 16, 2013 - August 4, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
VIENNA, VA
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
Arizona(6/16/2020)
RR
California(10/5/2017)
RR
Colorado(10/3/2025)
RR
Connecticut(11/5/2020)
RR
Delaware(11/19/2018)
RR
District of Columbia(7/20/2015)
RR
Florida(1/26/2018)
RR
Georgia(10/3/2025)
RR
Indiana(10/3/2025)
RR
Kentucky(2/1/2022)
RR
Louisiana(10/3/2025)
RR
Maine(10/3/2025)
RR
Maryland(7/20/2015)
IAR
Maryland(9/13/2016)
RR
Massachusetts(10/14/2021)
RR
Michigan(10/28/2019)
RR
Nevada(7/20/2015)
RR
New Jersey(6/6/2017)
RR
New York(10/3/2025)
RR
North Carolina(8/21/2018)
RR
Ohio(10/3/2025)
RR
Pennsylvania(8/8/2017)
RR
South Carolina(10/24/2022)
RR
Texas(10/3/2025)
IAR
Texas(11/5/2025)
RR
Virginia(7/22/2015)
RR
Washington(8/23/2021)
RR
West Virginia(8/29/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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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
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.
