Suntrust Advisory Services, Inc
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About this Advisor
Jeremy Newton is a certified financial planner operating out of Washington, D.C., who has been in the financial industry for 11 years. Newton works at Suntrust Advisory Services, Inc. Their career trajectory has included roles at Suntrust Bank, Wachovia Securities, LLC, Wells Fargo, Pnc Investments, Suntrust Investment Services, Inc, Ubs Financial Services Inc, Suntrust Advisory Services, Inc and Suntrust Investment Services, Inc. Newton holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in Washington and D.c.. Suntrust Advisory Services, Inc is a registered investment business that has its headquarters in Washington, D.C. It has offices in 1,572 locations and a total of 1,539 employees. It oversees $19 billion in assets under management between its 41,105 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 54 charitable organizations. Of its 41,105 customer accounts, 15% are associated with high-net-worth individuals who have more than $1 million in investable assets. The advisory firm offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors largely are based on which services are offered. However, fees billed by Suntrust Advisory Services, Inc may include asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Jeremy Newton Work History
Jeremy has 11 years of experience.
Suntrust Advisory Services, Inc
Suntrust Investment Services,Inc
Ubs Financial Services Inc
Suntrust Investment Services, Inc
Wachovia Securities, LLC
Jeremy Newton has no disclosures.
Please visit their SEC profile for more details.