Janet Bentley-Ewers
Janet Bentley-Ewers is a registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 22 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
303 Peachtree St, Ne, Fl 2, Atlanta, GA, 30308
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2012Other Business Activities
Janet owns and creates content for the "Level Up with Janet E." brand on Facebook and YouTube, and co-owns AJJEM Enterprises, a van transportation rental service. She also serves as a board member for Faith International Church, a non-profit organization.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Prudential Investment Management Services LLCBroker
Essex Securities LLCBroker
San Blas Securities LLCBroker
Es Advisory Group
Invictus Capital Investors
San Blas Advisory, INC.
Invictus Capital Investors
Sb Advisory, LLC
Ifs SecuritiesBroker
Kovack Securities INC.Broker
Fidelity Brokerage Services LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward JonesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.