Herndon, VA Herndon Pkway Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$70,676,286,155
ClientsTotal clients
126,145
AdvisorsAdvisors at this office
2
Of 1,978 advisors across 651 offices
Location
230 Herndon Pkway, Fl 2
Herndon VA 20170
Advisors at this office
2
Advisors at this office
Charles B
Series 63, Series 65
Herndon, VA
Truist Advisory Services
Charles Baskervill is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has worked at Truist Advisory Services and related affiliates since 2015, including prior roles at BB&T Investment Services and BB&T Securities. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.
Jonathan M
Series 63, Series 66
Herndon, VA
Truist Advisory Services
Jonathan Myers is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Truist Advisory Services since 2021 and previous positions at Bb&T Securities, Bb&T Investments, and Bb&T Bank dating back to 2009. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, offering services such as asset allocation, fiduciary support, and a manager-selection program. The firm utilizes a combination of discretionary and non-discretionary strategies, supported by third-party platforms and AI-enabled equity research, with a distinctive integrated approach involving affiliated broker-dealer and bank services.
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