Suntrust Advisory Services, Inc
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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
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
Jonathan Folley Work History
Jonathan has 15 years of experience.
Suntrust Advisory Services
Suntrust Investment Services, Inc
First Citizens Investor Services, Inc
First-Citizens Bank & Trust Company
First Citizens Bank
Jonathan Folley has no disclosures.
Please visit their SEC profile for more details.