Financial advisor
Jerry Truman
Now at Wells Fargo Advisors · Truman Wealth Management Group · Bethesda, MD
Registered as JERRY DOMINIC TRUMAN
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Truman Wealth Management Group | RBC Wealth Management | Wells Fargo Advisors | Lateral | February 12, 2026 | $420M |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| WELLS FARGO ADVISORS | Investment adviser | February 11, 2026 | Current |
| WELLS FARGO CLEARING SERVICES, LLC | Broker-dealer | February 11, 2026 | Current |
| RBC CAPITAL MARKETS, LLC | Investment adviser | January 23, 2019 | February 19, 2026 |
| RBC CAPITAL MARKETS, LLC | Broker-dealer | January 23, 2019 | February 19, 2026 |
| UBS FINANCIAL SERVICES INC. | Investment adviser | December 2, 2011 | February 1, 2019 |
| UBS FINANCIAL SERVICES INC. | Broker-dealer | December 2, 2011 | February 1, 2019 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment adviser | June 2, 2009 | December 12, 2011 |
| MORGAN STANLEY SMITH BARNEY | Broker-dealer | June 2, 2009 | December 12, 2011 |
| CITIGROUP GLOBAL MARKETS INC. | Investment adviser | May 29, 2009 | July 23, 2009 |
| CITIGROUP GLOBAL MARKETS INC. | Broker-dealer | May 29, 2009 | July 23, 2009 |
| SUNTRUST INVESTMENT SERVICES, INC. | Investment adviser | April 10, 2003 | June 5, 2009 |
| SUNTRUST INVESTMENT SERVICES, INC. | Broker-dealer | February 26, 2002 | June 5, 2009 |
| LM FINANCIAL PARTNERS, INC. | Broker-dealer | February 16, 1999 | February 27, 2002 |
| LM FINANCIAL PARTNERS, INC. | Broker-dealer | January 29, 1999 | February 22, 1999 |
| CRESTAR SECURITIES CORPORATION | Broker-dealer | January 1, 1997 | February 2, 1999 |
| CITIZENS BROKERAGE SERVICES, INC. | Broker-dealer | August 23, 1995 | January 1, 1997 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.