Jairo CastanedaCRD Number: 6021498
Current Firm: Truist Advisory Services, Inc.
Jairo Castaneda (CRD# 6021498) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Falls Church, VA and has over 11 years of experience in the finance industry. Jairo Castaneda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Truist Investment Services, Inc.||Reston, VA||Feb 2021 - Current||2|
|Truist Advisory Services, Inc.||Atlanta, GA||Feb 2021 - Current||2|
|Bb&t Securities, LLC||Herndon, VA||Jan 2018 - Feb 2021||3|
|Bbtis||Falls Church, VA||Sep 2015 - Jan 2018||2|
|Bbtis||Herdon, VA||Jul 2012 - Sep 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2012|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management53,170MILLIONS
Total Number of Accounts125,600ACCOUNTS
Average Account Value$423,328
- 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
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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