Wilton J. Bacon
Professional summary
Wilton Jackson Bacon, CFP®, who also goes by Jack Bacon, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Boca Raton, Florida and TRUIST INVESTMENT SERVICES, INC. located in Boca Raton, Florida.
Wilton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Wilton has worked at 4 firms and has passed the Series 65, Series 63, Series 52TO, Series 7TO, SIE, Series 7, Series 24 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Wilton Jackson Bacon's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
August 29, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1 Town Center Rd, Boca Raton, FL 33486July 5, 2006 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1 Town Center Rd Ste 200, Boca Raton, FL 33486July 10, 2006 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
August 3, 2004 - July 13, 2005
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2003 - July 13, 2005
WELLS FARGO CLEARING SERVICES, LLC
March 17, 1982 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
Primary 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.
Visual representation of state registrations
(3/16/2018)
(10/27/2015)
(6/11/2024)
(10/26/2015)
(7/5/2006)
(8/29/2016)
(6/29/2010)
(1/25/2007)
(4/27/2017)
(1/8/2015)
(6/29/2010)
(10/27/2015)
(1/23/2013)
(2/2/2015)
(6/11/2024)
(6/11/2024)
(1/9/2013)
(3/26/2015)
(1/25/2007)
(1/25/2007)
(7/16/2012)
(6/11/2024)
(4/25/2019)
(6/9/2017)
(1/25/2007)
(1/7/2008)
(1/8/2015)
(6/11/2024)
Exams
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationSeries 7TO
Date: 1/2/2023
General Securities Representative ExaminationFINRA
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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Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Boca Raton, FL 33486TRUST BUT VERIFY
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