Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Myers is a financial advisor with over 20 years of experience in the financial services industry. Jonathan is registered with Truist Advisory Services, Inc. and has previously worked with BB&T SECURITIES, LLC and BB&T INVESTMENT SERVICES, INC. Jonathan is Series 6, 7, 24, 52, 53, 63 and 66 licensed. Jonathan offers portfolio management, financial planning and wrap fee product services. Jonathan works with individuals, high-net-worth individuals, corporations, and other businesses.
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
VA
02/17/2021 - Present
Truist Advisory Services, Inc. (HERNDON VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
01/28/2009 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (HERNDON VA)
VA
02/08/2008 - 12/31/2008
BB&T INVESTMENT SERVICES, INC. (LEESBURG VA)
DC
03/20/2000 - 10/16/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (WASHINGTON DC)
BOTH
Issued 03/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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