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Detailed Report
JAN-PETER BREUGELMANS
CRD#: 5742695
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 227 W. MONROE STREET
SUITE 2100
CHICAGO, IL 60606
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 227 W MONROE ST
STE 1000
CHICAGO, IL 60606
Registration History
2010201220142016201820202022202420262 FIRMS2014 - 2022 (7 years)2 FIRMS2022 - Present (2 years)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2012 - 2014 (1 year)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2010 - 2012 (2 years)
License(s)

State Registrations

B
Illinois 5/3/2022
IA
Illinois 5/3/2022

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)
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
227 W MONROE ST STE 1000, CHICAGO, IL 60606
Geneva, IL
Registered with this firm since 5/3/2022
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
227 W. MONROE STREET SUITE 2100, CHICAGO, IL 60606
Registered with this firm since 5/3/2022
Previous Registration(s)
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IA
 12/05/2014 - 05/04/2022 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) CHICAGO, IL
B
 07/22/2014 - 05/04/2022 WELLS FARGO CLEARING SERVICES, LLC (CRD#:19616) CHICAGO, IL
B
 11/06/2012 - 07/03/2014 J.P. MORGAN SECURITIES LLC (CRD#:79) NORTHBORRK, IL
B
 01/07/2010 - 09/19/2012 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) HIGHLAND PARK, IL
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.