Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Grant Fanning is a financial advisor with Truist Advisory Services, Inc. based in Norcross, GA. Jonathan has been in the securities industry since 1998 and has a Series 7, Series 63, and Series 26 licenses. Jonathan is registered to provide investment advice in 17 states and provides financial planning, portfolio management, and educational seminars. Jonathan is also a basketball coach at Sugar Hill Christian Academy in Sugar Hill, GA.
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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GA
09/09/2016 - Present
Truist Advisory Services, Inc. (NORCROSS GA)
GA
07/18/2007 - 08/09/2007
WACHOVIA SECURITIES, LLC (DECATUR GA)
GA
06/04/2004 - 07/17/2007
WACHOVIA SECURITIES, LLC (DECATUR GA)
NJ
05/09/2001 - 05/27/2004
CITISTREET EQUITIES LLC (SOMERSET NJ)
MN
08/12/1998 - 05/29/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/12/1998 - 05/29/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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