Jonathan
Folley

Suntrust Advisory Services, Inc

CRD#4751105
Investment Advisor
in Raleigh, NC
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About this Advisor

Jonathan Folley is a certified financial planner operating out of Raleigh, North Carolina, with a total of 15 years of experience as a financial advisor. Folley is currently employed by Suntrust Advisory Services, Inc. Folley has gained experience at Suntrust Investment Services, Inc, First Citizens Investor Services, Inc, First-Citizens Bank & Trust Company, Suntrust Bank, First Citizens Bank and Suntrust Advisory Services. Folley has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina. Suntrust Advisory Services, Inc is a registered investment business that has its headquarters in Raleigh, North Carolina. The company has offices in 1,572 locations and a total of 1,539 financial advisors. It manages $19 billion in assets among its 41,105 client accounts, placing it among the largest firms in the nation by assets under management. The firm serves 54 charitable organizations. Of its 41,105 client accounts, 15% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Suntrust Advisory Services, Inc offers a wide assortment of services, such as 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 fee schedules typically vary depending on the financial services offered. However, fees charged by Suntrust Advisory Services, Inc may include some blend of asset-based and hourly fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 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

305 Church At North Hills Street 10Th Floor Md2
Raleigh, NC 27609

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$20,406,183,375

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

1,571

NC Average: 58
Total Number of Accounts

47,014

NC Average: 1,608
Average Account Size

$434,045

NC 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

Jonathan Folley Work History

Jonathan has 15 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2013 - Present (6 years)

Suntrust Investment Services, Inc

2013 - Present (6 years)

Suntrust Bank

2004 - 2013 (9 years)

First Citizens Investor Services, Inc

2003 - 2013 (10 years)

First-Citizens Bank & Trust Company

2003 - 2013 (10 years)

First Citizens Bank

Disclosures

Jonathan Folley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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