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Jeffrey Chasman

Truist Advisory Services, INC.
26 Years of Experience
Dunwoody, GA
6 DisclosuresBroker
View SEC Summary
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Jeffrey Chasman is a registered investment advisor at Truist Advisory Services, INC., based in Dunwoody, GA, with 26 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5490 Chamblee Dunwoody Rd, Dunwoody, GA, 30338

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2022
Denied
Customer Dispute
November 2008
Settled
Customer Dispute
November 2008
Settled
Customer Dispute
October 2005
Denied
Criminal
October 1993
Final Disposition
Criminal
October 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey is an officer in his wife's personal training business and the CFO of Innovative Hitting, LLC, a company that develops and sells baseball and softball batting training aids. He spends a few hours per week maintaining books and records, paying invoices, and working with an accountant for Innovative Hitting.

Employment History
Current Registrations
Truist Advisory Services, INC.
September 2016 - Present · 10 yrs 1 mo
Truist Investment Services, INC.
April 2012 - Present · 14 yrs 6 mos
Truist Investment Services, INC.Broker
April 2012 - Present · 14 yrs 6 mos
Previous Registrations
Suntrust Investment Services, INC.
April 2012 - December 2016 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2009 - April 2012 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2009 - April 2012 · 2 yrs 9 mos
Wells Fargo Advisors, LLC
July 2004 - August 2009 · 5 yrs 1 mo
Wells Fargo Advisors, LLCBroker
October 2000 - August 2009 · 8 yrs 10 mos
First Union Brokerage Services, INC.Broker
February 2000 - October 2000 · 8 mos
State Registrations16 states
CACOFLGAILKYLANCNHNYPASCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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