Brentley
Jones

Suntrust Advisory Services, Inc

CRD#3061472
Investment Advisor
in Atlanta, GA
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About this Advisor

Brentley Jones is a certified financial planner operating in Atlanta, Georgia, with a total of 12 years of experience as a financial advisor. Jones is an advisor for Suntrust Advisory Services, Inc. During their career, the advisor has held roles at Suntrust Investment Services and Suntrust Advisory Services. Jones has Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Georgia, Texas and Rhode Island. Suntrust Advisory Services, Inc is an advisory firm that has its headquarters in Atlanta, Georgia. It has offices in 1,572 locations and a total of 1,539 people on staff. It handles $19 billion in total assets among its 41,105 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm provides financial advice to 54 charities and foundations. Of its 41,105 accounts, 15% are held by high-net-worth clients who have at least $1 million in assets. The business has a number 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. A financial advisor's fees depend on which service is offered. Fees charged by Suntrust Advisory Services, Inc likely are comprised of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 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

1155 Peachtree Street, Ne Suite 800
Atlanta, GA 30309

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

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

1,571

GA Average: 58
Total Number of Accounts

47,014

GA Average: 1,608
Average Account Size

$434,045

GA 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

Brentley Jones Work History

Brentley has 12 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2006 - Present (13 years)

Suntrust Investment Services

Disclosures

Brentley Jones has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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