Joel White
Professional summary
Joel White JR., who also goes by Jody White, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia.
Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joel has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joel White JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
August 7, 2018 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 740 Battery Ave, Atlanta, GA 30339Primary 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.
Highlighted states indicate IAR registrations
(8/7/2018)
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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