John A. Kent

John A. Kent

Financial Advisor

Followers of John A. Kent152 followers
location of John A. KentJupiter, Florida, United States

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  • Timeline

  • About me

    Managing Director, Financial Advisor at Truist Investment Services, Inc., Truist Wealth

  • Education

    • Nichols School

      1973 - 1981
    • Canisius College

      1989 - 1992
      Master of Business Administration (M.B.A.)
    • Hobart College

      1981 - 1985
      Bachelor of Arts (B.A.)
  • Experience

    • Merrill Lynch

      Feb 1995 - Sept 1997
      Financial Advisor

      Describe your position

    • Citi

      Sept 1997 - Dec 2000
      Financial Advisor

      Describe your position

    • SunTrust Investment Services, Inc.

      Apr 2016 - Feb 2021
      Senior Vice President, Financial Advisor

      SunTrust Investment Services, Inc. is a full-service broker-dealer, SEC registered investment adviser and a licensed insurance agency, and an integral part of SunTrust Banks, Inc. – one of the nation’s largest and most respected financial services organizations. When you bring your investment needs to SunTrust you will benefit from a long history of investment management experience, an extensive range of financial products and solutions, and personalized financial planning and advice. More importantly, you establish a relationship with a team of trusted advisors who can address all of your financial needs. • Advises clients with focus on analyzing goals, objectives and priorities, including risk tolerance. • Analyzes the current state of a client’s finances and provides a plan to help accomplish their goals. • Determines which investment solutions best meet the client's needs. • Provides ongoing monitoring and advice. Show less

    • Truist Wealth

      Feb 2021 - now
      Managing Director, Financial Advisor at Truist Investment Services, Inc., Truist Wealth

      Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure Show less

  • Licenses & Certifications

    • Preferred Portfolio Management (PPM)

    • Series 7