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Jillian L. Spinelli
TRUIST ADVISORY SERVICES
WINSTON-SALEM, NC 27104
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CRD#: 6704419
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Professional summary
Jillian Leigh Spinelli, who also goes by Jillian Leigh Summers, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Winston-salem, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Winston-salem, North Carolina.
Jillian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jillian has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jillian Leigh Summers
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.
THE BETHESDA CENTER POSITION: Board Member NATURE: They are a homeless shelter located in Winston Salem, NC. They provide shelter, food, and programs to help get people into permanent housing. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 03/27/2024 ADDRESS: Winston Salem NC, United States DESCRIPTION: Vote on agenda topics ranging from a budget to employee roles. Help with fundraising events (planning/organizing). THE SPINELLI CHRONICLES POSITION: Owner NATURE: Sole Proprietorship setup to pay our nanny. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2025 ADDRESS: Winston Salem NC, United States DESCRIPTION: Paying nanny for childcare.
CRS (Client Relationship Summary) - RIA
Click below to view Jillian Leigh Spinelli'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
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 110 S Stratford Rd, Winston-salem, NC 27104RIA
CRD#: 283390
WINSTON-SALEM, NC
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 110 S Stratford Rd Ste 501, Winston-salem, NC 27104BD
CRD#: 17499
Winston-salem, NC
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
November 22, 2016 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
WILMINGTON, NC
Past
September 30, 2016 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
WILMINGTON, 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
Alabama(5/18/2022)
RR
Arizona(5/18/2022)
RR
California(5/18/2022)
RR
Delaware(2/17/2021)
RR
Florida(5/18/2022)
RR
Georgia(5/18/2022)
RR
Maine(5/18/2022)
RR
Michigan(5/18/2022)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
IAR
North Carolina(2/17/2021)
RR
Pennsylvania(2/17/2021)
RR
South Carolina(2/17/2021)
RR
Tennessee(2/17/2021)
RR
Texas(5/18/2022)
RR
Utah(5/18/2022)
RR
Virginia(2/17/2021)
RR
Wisconsin(5/18/2022)
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
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#: 283390Winston-salem, NC 27104TRUST BUT VERIFY
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