Suntrust Advisory Services, Inc
About this Advisor
Jonathan Wood is an investment advisor whose office is in Hendersonville, North Carolina. Currently an investment advisor at Suntrust Advisory Services, Inc, Wood has 13 years of professional experience as a financial advisor. Wood holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Wood is registered to work with clients in North Carolina. Over the course of their career, Wood has held roles at First Citizens Bank, First Citizens Investor Services, Suntrust Advisory Services Inc, Suntrust Bank and Suntrust Investment Services Inc. Suntrust Advisory Services, Inc is located in Hendersonville, North Carolina, and operates out of 1,952 additional offices in the nation. In total, Suntrust Advisory Services, Inc manages $25 billion in assets across 51,395 accounts and employs more than 1,562 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 43,066 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Suntrust Advisory Services, Inc can offer 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. The firm's fees may include asset-based, hourly and fixed 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 Wood Work History
Jonathan has 13 years of experience.
Suntrust Advisory Services Inc
Suntrust Investment Services Inc
First Citizens Investor Services
First Citizens Bank
Jonathan Wood has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Suntrust Advisory Services, Inc
Orange Park, FL
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.