Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Johnathon? Claim Your ProfileJohnathon Leland Cope is a financial advisor with Truist Advisory Services, Inc. Johnathon has been in the industry since 2007 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Johnathon holds Series 7, 31, and 66 securities licenses and is also registered to provide investment advice in a number of states. Before joining Truist Advisory Services, Inc. Johnathon worked at BB&T Securities, LLC, Invest Financial Corporation, and MidSouth Capital, Inc. Johnathon specializes in providing financial planning, portfolio management, and publication of periodicals services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
02/17/2021 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
VA
09/02/2016 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
05/31/2011 - 09/02/2016
INVEST FINANCIAL CORPORATION (CANTON GA)
GA
03/11/2010 - 05/18/2011
MIDSOUTH CAPITAL, INC. (ATLANTA GA)
GA
10/23/2009 - 10/26/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOGANVILLE GA)
GA
07/29/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SNELLVILLE GA)
GA
12/07/2006 - 07/29/2008
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
BOTH
Issued 04/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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