linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Shaw

Truist Advisory Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jonathan? Claim Your Profile

About Jonathan Shaw

Jonathan Shaw is a registered investment advisor representative with Truist Advisory Services, Inc. Jonathan has been in the financial services industry since June 2002 and has held previous positions with TD Ameritrade, Inc., Wells Fargo Advisors, LLC, and Morgan Stanley DW Inc. Jonathan's professional certifications include the Series 66, Series 31, and Series 7 exams. Jonathan is registered in 33 states to provide investment advisory services, including Florida. Jonathan provides financial planning services, portfolio management for individuals and businesses, and publication of periodicals.

Firm Information

Jonathan Shaw is currently registered with Truist Advisory Services, Inc.. Truist Advisory Services, Inc. is an investment advisor registered with the SEC. They provide financial planning, portfolio management for individuals and businesses, publication of periodicals, selection of other advisors, and wrap fee products and financial profiling services. Their main office is located in Atlanta, GA and they have approximately 2,079 investment advisor representatives and 1,756 licensed agents. They manage over $61 billion in assets for individuals, high-net-worth individuals, corporations, and other clients.
Truist Advisory Services, Inc.

303 PEACHTREE CENTER AVENUE,

ATLANTA, GA 30303

$61.37B

Assets Under Management

560

Total Clients

1,881

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

wrap fee product and financial profiling services using desktop software

Wrap fee product and financial profiling services using desktop software

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jonathan Shaw’s Registration & Firm History

FL

09/16/2016 - Present

Truist Advisory Services, Inc. (BONITA SPRINGS FL)

FL

03/21/2011 - 11/07/2012

TD AMERITRADE, INC. (NAPLES FL)

FL

05/19/2006 - 03/15/2011

WELLS FARGO ADVISORS, LLC (NAPLES FL)

NY

09/18/2001 - 08/29/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Jonathan Shaw is right for you?

Licenses & Designations

BOTH

Issued 10/01/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2001

Series 31 - Futures Managed Funds Examination

BC

Issued 09/17/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Shaw.
Not sure if Jonathan Shaw is right for you?