Unclaimed
Jonathan Camp is a financial advisor with Truist Advisory Services, Inc. Jonathan has been in the financial industry since 2015. Jonathan is registered with the state of North Carolina as an investment advisor representative and is also registered with the state of Texas as an investment advisor representative.
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
NC
04/02/2024 - Present
Truist Advisory Services, Inc. (GASTONIA NC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
12/10/2019 - 10/19/2020
SUNTRUST INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
07/29/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
03/21/2016 - 08/02/2016
ALLSTATE FINANCIAL SERVICES, LLC (Gastonia NC)
NC
09/12/2011 - 09/04/2012
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
IA
Issued 09/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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