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Detailed Report
JESSE LYLE MASEAR
CRD#: 5617400
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 120 EAST BALTIMORE ST
FL 23
BALTIMORE, MD 21202
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 120 E BALTIMORE ST
FL 32
BALTIMORE, MD 21202
Registration History
201020122014201620182020202220242026IATRUIST ADVISORY SERVICES, INC. (CRD# 283390)2016 - Present (8 years)BTRUIST INVESTMENT SERVICES, INC. (CRD# 17499)2015 - Present (10 years)BSTIFEL, NICOLAUS & COMPANY, IN... (CRD# 793)2009 - 2014 (5 years)IASUNTRUST INVESTMENT SERVICES, INC. (CRD# 17499)2015 - 2016 (1 year)
License(s)

State Registrations

B
District of Columbia 2/5/2015
B
New Jersey 8/13/2019
B
Florida 8/13/2019
B
New York 8/13/2019
B
Maryland 2/5/2015
B
Tennessee 8/13/2019
IA
Maryland 9/13/2016
B
Virginia 2/5/2015

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)
120 EAST BALTIMORE ST FL 23, BALTIMORE, MD 21202
Registered with this firm since 9/13/2016
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
120 E BALTIMORE ST FL 32, BALTIMORE, MD 21202
SEVERNA PARK, MD
Registered with this firm since 2/5/2015
Previous Registration(s)
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IA
 02/19/2015 - 12/31/2016 SUNTRUST INVESTMENT SERVICES, INC. (CRD#:17499) BALTIMORE, MD
B
 02/06/2009 - 10/29/2014 STIFEL, NICOLAUS & COMPANY, INCORPORATED (CRD#:793) BALTIMORE, MD
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.