Jonathan
Ferro
Synovus Securities, Inc
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About this Advisor
Jonathan Ferro is a financial advisor based in Port Charlotte, Florida, working with Synovus Securities, Inc. Jonathan has previously held positions at Vystar Credit Union, Lpl, Edward Jones, Synovus Securities, Inc, Synovus Bank, Cetera Investment Advisers LLC, Regions Bank, and Cetera Investment Services LLC. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, Georgia, and Nevada. Currently, Jonathan is part of Synovus Securities, Inc, which operates out of Port Charlotte, Florida. The firm has 84 offices and 292 employees. The firm manages assets totaling $6.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Synovus Securities, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Synovus Securities, Inc Brokerage Details
$6,242,394,824
292
12,037
$518,601
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Jonathan Ferro Work History
Synovus Securities, Inc
Synovus Bank
Edward Jones
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Regions Bank
Lpl
Vystar Credit Union
Disclosures
Please visit the SEC profile of Jonathan Ferro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Synovus Securities, Inc
Columbus, GA
Wesley Chapel, FL
Saint Simons Island, GA
Tampa, FL
Macon, GA
Palm Harbor, FL
Port Charlotte, FL
Athens, GA
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