Jonathan
Wood

Suntrust Advisory Services, Inc

CRD#5126193
Investment Advisor
in Hendersonville, NC

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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

Series 63, Series 65

Years of Experience

13 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, Fixed Fees

Disclosures

No

Office Location

222 S Main Street Suite Pb
Hendersonville, NC 28792

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$24,882,137,504

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

1,562

NC Average: 58
Total Number of Accounts

51,395

NC Average: 1,608
Average Account Size

$484,135

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 Wood Work History

Jonathan has 13 years of experience.

2020 - Present (1 year)

Suntrust Advisory Services Inc

2018 - Present (3 years)

Suntrust Bank

2018 - Present (3 years)

Suntrust Investment Services Inc

2008 - 2018 (10 years)

First Citizens Investor Services

2007 - 2018 (11 years)

First Citizens Bank

Disclosures

Jonathan Wood has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Suntrust Advisory Services, Inc

Austin Mcelroy
Richmond, VA
Thomas Ennis
Brentwood, TN
James Carroll
Roanoke, VA
Tiffany Kramer
Orange Park, FL
Jonathan Butterfield
Jacksonville, FL
Jack Shiao
Haymarket, VA
Christopher Ross
Baltimore, MD
Joseph Di Vincenzo
Brooksville, FL

This content was compiled from the SEC and FINRA.

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.

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