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Detailed Report
JODI LYNN PERELMAN
CRD#: 2651494
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 303 PEACHTREE ST, NE
FL 30
ATLANTA, GA 30308
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 ATLANTA, GA
Registration History
1996199820002002200420062008201020122014201620182020202220242026IATRUIST ADVISORY SERVICES, INC. (CRD# 283390)2016 - Present (8 years)BTRUIST INVESTMENT SERVICES, INC. (CRD# 17499)2012 - Present (12 years)BNATIONWIDE INVESTMENT SERVICES... (CRD# 7110)2008 - 2012 (3 years)B1717 CAPITAL MANAGEMENT COMPANY (CRD# 4082)2006 - 2008 (1 year)BAT INVESTOR SERVICES, INC. (CRD# 47837)2005 - 2006 (1 year)BAMVESCAP SERVICES, INC. (CRD# 14007)2004 - 2005 (1 year)BVERAVEST INVESTMENTS, INC. (CRD# 3960)2001 - 2004 (2 years)BROBERT W. BAIRD & CO. INCORPORATED (CRD# 8158)1999 - 2001 (1 year)BFSC SECURITIES CORPORATION (CRD# 7461)1998 - 1999 (<1 year)BTHE VOLUME INVESTOR, INC. (CRD# 39798)1996 - 1998 (2 years)BPAINEWEBBER INCORPORATED (CRD# 8174)1996 - 1996 (<1 year)IASUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2012 - 2016 (4 years)IAVERAVEST INVESTMENT ADVISORS, INC. (CRD# 105796)2003 - 2004 (<1 year)
License(s)

State Registrations

B
Georgia 6/13/2012
IA
Georgia 9/19/2016

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
303 PEACHTREE ST, NE FL 30, ATLANTA, GA 30308
Registered with this firm since 9/19/2016
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
ATLANTA, GA
303 PEACHTREE ST, NE FL 2, 3, 29, 30, 31 & 33, ATLANTA, GA 30308
Registered with this firm since 6/13/2012
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 06/22/2012 - 12/31/2016 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) ATLANTA, GA
B
 07/18/2008 - 05/23/2012 NATIONWIDE INVESTMENT SERVICES CORPORATION (CRD#:7110) COLUMBUS, OH
B
 11/01/2006 - 07/15/2008 1717 CAPITAL MANAGEMENT COMPANY (CRD#:4082) NEWARK, DE
B
 07/15/2005 - 08/25/2006 AT INVESTOR SERVICES, INC. (CRD#:47837) NEW YORK, NY
B
 01/20/2004 - 07/15/2005 AMVESCAP SERVICES, INC. (CRD#:14007) ATLANTA, GA
IA
 05/02/2003 - 01/06/2004 VERAVEST INVESTMENT ADVISORS, INC. (CRD#:105796) ATLANTA, GA
B
 06/15/2001 - 01/06/2004 VERAVEST INVESTMENTS, INC. (CRD#:3960) WORCESTER, MA
B
 10/12/1999 - 06/04/2001 ROBERT W. BAIRD & CO. INCORPORATED (CRD#:8158) MILWAUKEE, WI
B
 12/08/1998 - 10/05/1999 FSC SECURITIES CORPORATION (CRD#:7461) ATLANTA, GA
B
 06/10/1996 - 12/16/1998 THE VOLUME INVESTOR, INC. (CRD#:39798) NEW YORK, NY
B
 04/08/1996 - 06/11/1996 PAINEWEBBER INCORPORATED (CRD#:8174) WEEHAWKEN, NJ
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.