Jarrod Gould (CRD# 5599605) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Shallote, NC and has over 13 years of experience in the finance industry.
CRD# 3198755
Prudential Financial Planning Services
CRD# 6232537
Edward Jones
CRD# 6673969
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Little River, SC | Feb 2021 - Current | 3 |
| Truist Advisory Services, Inc. | Atlanta, GA | Feb 2021 - Current | 3 |
| Bb&t Securities, LLC | Ocean Isle Beach, NC | Jan 2018 - Feb 2021 | 3 |
| Bbtis | Sunset Beach, NC | Apr 2015 - Jan 2018 | 2 |
| Bank Of America, N.a. | New York, NY | Nov 2010 - Apr 2015 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York, NY | Oct 2010 - Apr 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
- NC
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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