Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Miles is a financial advisor with Truist Advisory Services, Inc. with over 20 years of experience in the industry. Jonathan's previous experience includes working as a financial advisor at Morgan Stanley and SunTrust Investment Services. Jonathan holds FINRA Series 7, 63 and 66 licenses, and has experience in investment management for individuals and businesses. Jonathan provides financial planning, investment management, and other advisory services for a diverse range of clients, including high-net-worth individuals, businesses, and charitable organizations.
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
08/04/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
07/07/2011 - 08/12/2016
MORGAN STANLEY (ATLANTA GA)
GA
12/20/2003 - 07/06/2011
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NJ
10/04/2001 - 08/22/2002
E*TRADE SECURITIES, INCORPORATED (JERSEY CITY NJ)
TX
11/24/2000 - 07/05/2001
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 04/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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