Jacqueline Nicole Ekard
Investment Adviser Representative at Truist Advisory Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jacqueline Nicole Ekard is an investment adviser representative with Truist Advisory Services, Inc. in Athens, GA, where they have been registered since 2021. They have worked in the securities industry since 2004 and have been registered with 5 firms, including Bb&t Securities, LLC and Bb&t Investment Services, Inc. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Georgia.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia
- Broker:
10 states and territories
Alabama, California, Florida, Georgia, Kentucky, Nevada, North Carolina, South Carolina, Virginia, West Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Bb&t InvestmentsOct 2009 – Jan 2018Charlotte, NC
- Bb&t Securities, LLCJan 2018 – Feb 2021Athens, GA
- Bb&tFeb 2018 – Jan 2019Winder, GA
- BbtisFeb 2018 – Feb 2021Charlotte, NC
- BbtsecFeb 2018 – Feb 2021Richmond, VA
- Bb&tJan 2019 – Feb 2021Winder, GA
- Truist Investment Services, Inc.Feb 2021 – Apr 2026Winder, GA
- Truist Advisory Services, Inc.Feb 2021 – Apr 2026Atlanta, GA
- Truist Investment Services, Inc.Apr 2026 – no end date reportedAtlanta, GA
- Truist Advisory Services, Inc.Apr 2026 – no end date reportedAtlanta, GA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Truist Advisory Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advisory programs and services, including AMC Wrap Managed Programs, Consulting Services, FP AMC Advantage, and third-party manager programs.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2,003
- Offices listed on AdvisorFinder:
- 53
- Main office:
- Atlanta, GA
- SEC file number:
- 801-107729
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 30, 2026
View full firm profileOther advisors at Truist Advisory Services, Inc.
Showing 12 of 2,003 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jacqueline Nicole Ekard has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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