TrueAdvisor
TrueAdvisor
JP
JP

Jennifer Powell

Truist Advisory Services, INC.
16 Years of Experience
Roanoke, VA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Jennifer Powell is a registered investment advisor at Truist Advisory Services, INC., based in Roanoke, VA, with 16 years of industry experience. Jennifer 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

1401 Hershberger Rd Nw, Roanoke, VA, 24012

Get directions

History

Regulatory History (1)
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.
Regulatory
December 2006
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jennifer and her husband are purchasing her grandparents' home to rent out part-time as an Airbnb, dedicating about a quarter of her time to this activity. The renters will book and pay Airbnb directly, who will then pay Jennifer and her husband after deducting a fee.

Employment History
Current Registrations
Truist Advisory Services, INC.
September 2016 - Present · 10 yrs 1 mo
Truist Investment Services, INC.
January 2010 - Present · 16 yrs 9 mos
Truist Investment Services, INC.Broker
January 2010 - Present · 16 yrs 9 mos
Previous Registrations
Suntrust Investment Services, INC.
April 2015 - December 2016 · 1 yr 8 mos
State Registrations21 states
AZCOCTFLGAHIMAMDMINCNJNYOHOKPASCTNTXVAWIWV
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.
More Advisors
More financial advisors in Roanoke, VA →All financial advisors in Virginia →