Jenna Yingling is a registered investment advisor, based in Wilmington, NC, with 17 years of industry experience.
Location
101 N 3rd St, Fl 3, Wilmington, NC, 28401
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jenna serves on the Board of Directors for The Carousel Center, a non-profit child advocacy center, dedicating a few hours per week to increase community awareness, organize events, and volunteer.
Employment History
Current Registrations
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
April 2018 - February 2021 · 2 yrs 10 mos
Bb&t Securities, LLCBroker
April 2018 - February 2021 · 2 yrs 10 mos
Morgan Stanley
June 2009 - December 2016 · 7 yrs 6 mos
Morgan StanleyBroker
June 2009 - December 2016 · 7 yrs 6 mos
Morgan Stanley & CO. Incorporated
October 2007 - June 2009 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
October 2007 - June 2009 · 1 yr 8 mos
State Registrations1 state
NC
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.