Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Edwards is a financial advisor in Memphis, TN. Jonathan is registered with Truist Advisory Services, Inc. and has been in the industry since 2016. Jonathan has a Series 66 license and has passed the Securities Industry Essentials Examination. Jonathan holds a Chartered Financial Analyst designation. Jonathan's specializations include: Financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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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TN
06/24/2019 - Present
Truist Advisory Services, Inc. (MEMPHIS TN)
BC
Issued 02/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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