Jarod Dylan Walker
Financial advisor at Truist Advisory Services, Inc. · Charlotte, NC
Last updated 2026-10-10
Claim your profileJarod Dylan Walker is a financial advisor at Truist Advisory Services, Inc. in Charlotte, NC, CRD 7720326. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2023-08-28.
Registration
- CRD number
- 7720326
- Registration status
- Active
- IAPD registration
- 2023-08-28
- Industry Experience
- 3 years
- Work Experience
- 13 years
- States registered
- NC
Licenses and exams
- Series 65
- Series 63
Work history
- 2023-03 to 2024-02 · Massmutual Life Insurance Co · Charlotte, NC
- 2023-04 to 2024-02 · MML Investors Services, LLC · Charlotte, NC
- 2021-07 to 2022-07 · Walker Auto Detailing · Pfafftown, NC
- 2017-10 to 2021-07 · Publix · Clemmons, NC
- 2013-08 to 2017-05 · Reagan High School · Pfafftown, NC
- 2017-08 to 2019-07 · Forsyth Tech Community College · Winston-Salem, NC
- 2019-08 to 2022-12 · Unc Charlotte · Charlotte, NC
- 2022-12 to 2023-02 · Tristate Financial Advisors · Charlotte, NC
- 2024-02 to 2026-09 · Truist Investment Services, Inc. · Charlotte, NC
- 2024-02 to 2026-09 · Truist Advisory Services, Inc. · Charlotte, NC
- 2026-09 to Present · Truist Investment Services, Inc. · Charlotte, NC
- 2026-09 to Present · Truist Advisory Services, Inc. · Charlotte, NC
Current employment
- Truist Advisory Services, Inc. · Atlanta, GA
Truist Advisory Services, Inc.
- Regulatory AUM
- $77,391,727,185
- Registered advisors
- 1,972
- Offices
- 923
- Clients per advisor
- 65.6 (Moderate)
- Average AUM per client
- $598.5K (Low)
- High-net-worth client ratio
- 25.2% (Moderate)
Truist Advisory Services, Inc.: advisors, services and reported ETF investments
About
Jarod Dylan Walker is a financial advisor at Truist Advisory Services, Inc. in Charlotte, NC. Reported securities licenses include Series 65 and Series 63. The latest record indicates 3 years of industry experience and 13 years of reported work history. Reported roles include Truist Investment Services, Inc., MML Investors Services, LLC, Massmutual Life Insurance Co, Tristate Financial Advisors, among others.
SEC disclosures list additional business and community activities: Jarod Walker Position: Landlord Nature: Renting Private Bedrooms In An Owned House: Investment related: no number of hours: 5 securities trading hours: 0 start date: 09/01/2024 address: charlotte nc, united states description: provide an empty bedroom and bathroom for tenant.
Truist Advisory Services, Inc.'s firm-level Form ADV reports 1,972 advisors across 923 offices; approximately 65.6 clients per advisor, average assets per client of $598,512, and regulatory AUM of $77.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Publication of Periodicals or Newsletters.
What this firm offers
Filed by Truist Advisory Services, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
2320 Cascade Pointe Blvd, Charlotte, NC 28208
17 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 800-874-4770
- Website: truist.com/wealth/tas-disclosure
Official record
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