JR
Jean P. Rullier
TRUIST ADVISORY SERVICES
TAMPA, FL 33602
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CRD#: 7711043
JR
Professional summary
Jean Pierre Rullier is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Tampa, Florida and TRUIST INVESTMENT SERVICES, INC. located in Tampa, Florida.
Jean is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jean has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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 name of the business is Carvertise Inc., it is a car wrapping adverstisement company that put a wrap on my personal car and pay me a stipend for driving my car with the advertisment on the sides. It is not an investment-related business. Their address headquarters is: 319 Sixth Ave, Wilmington, DE 19805. The nature of this business is car advertising. My position is an individual contractor, and I started on 08/2022 for a 12-month contract. I dedicate about 30 mins in the morning before work and 30 mins after work each day only when I drive my vehicle. This job does not interrupt my current employement with Truist Investments. My duty is fairly simple, just drive my car, however, I do not get compensated for any additional mileage.
CRS (Client Relationship Summary) - RIA
Click below to view Jean Pierre Rullier'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
May 24, 2024 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 401 East Jackson Street Suite 3300, Office 58, Tampa, FL 33602RIA
CRD#: 283390
TAMPA, FL
Current
January 30, 2024 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 401 E Jackson St Fl 19, Tampa, FL 33602BD
CRD#: 17499
Tampa, FL
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(8/16/2024)
RR
Alaska(8/16/2024)
RR
Arizona(8/16/2024)
RR
Arkansas(8/16/2024)
RR
California(8/16/2024)
RR
Colorado(8/16/2024)
RR
Connecticut(8/16/2024)
RR
Delaware(8/16/2024)
RR
District of Columbia(8/16/2024)
RR
Florida(5/15/2024)
IAR
Florida(5/24/2024)
RR
Georgia(8/16/2024)
RR
Hawaii(8/16/2024)
RR
Idaho(8/16/2024)
RR
Illinois(8/16/2024)
RR
Indiana(8/16/2024)
RR
Iowa(8/16/2024)
RR
Kansas(8/16/2024)
RR
Kentucky(8/16/2024)
RR
Louisiana(8/16/2024)
RR
Maine(8/16/2024)
RR
Maryland(8/16/2024)
RR
Massachusetts(8/16/2024)
RR
Michigan(8/16/2024)
RR
Minnesota(8/16/2024)
RR
Mississippi(8/16/2024)
RR
Missouri(8/16/2024)
RR
Montana(8/16/2024)
RR
Nebraska(8/16/2024)
RR
Nevada(8/16/2024)
RR
New Hampshire(8/16/2024)
RR
New Jersey(8/16/2024)
RR
New Mexico(8/16/2024)
RR
New York(8/16/2024)
RR
North Carolina(8/16/2024)
RR
North Dakota(8/16/2024)
RR
Ohio(8/16/2024)
RR
Oklahoma(8/16/2024)
RR
Oregon(8/16/2024)
RR
Pennsylvania(8/16/2024)
RR
Puerto Rico(8/16/2024)
RR
Rhode Island(8/16/2024)
RR
South Carolina(8/16/2024)
RR
South Dakota(8/16/2024)
RR
Tennessee(8/16/2024)
RR
Texas(8/16/2024)
RR
Utah(8/16/2024)
RR
Vermont(8/16/2024)
RR
Virgin Islands(8/16/2024)
RR
Virginia(8/16/2024)
RR
Washington(8/16/2024)
RR
West Virginia(8/16/2024)
RR
Wisconsin(8/16/2024)
RR
Wyoming(8/16/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/30/2024
General Securities Representative ExaminationGeneral 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.
