Jeremy
Newton

Suntrust Advisory Services, Inc

CRD#5310067
Investment Advisor
in Washington, DC
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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

Series 63, Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

1445 New York Ave Ne Suite 400 - Md1
Washington, DC 20005

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

DC Average: $3,570,121,308
Total Number of Employees

1,571

DC Average: 58
Total Number of Accounts

47,014

DC Average: 1,608
Average Account Size

$434,045

DC Average: $2,220,225

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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
  • Other

Jeremy Newton Work History

Jeremy has 11 years of experience.

2018 - Present (1 year)

Suntrust Advisory Services, Inc

2018 - Present (1 year)

Suntrust Bank

2018 - Present (1 year)

Suntrust Investment Services,Inc

2015 - 2018 (3 years)

Ubs Financial Services Inc

2011 - 2015 (4 years)

Suntrust Bank

2011 - 2015 (4 years)

Suntrust Investment Services, Inc

2010 - 2011 (1 year)

Pnc Investments

2009 - 2010 (1 year)

Wells Fargo

2007 - 2009 (2 years)

Wachovia Securities, LLC

Disclosures

Jeremy Newton has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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