Jonathan
Charles

Truist Advisory Services, Inc

CRD#5024583
Investment Advisor
in Simpsonville, SC

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About this Advisor

Jonathan Charles is a financial advisor who works out of Simpsonville, South Carolina with a total of 7 years of industry experience. Charles currently works for Truist Advisory Services, Inc. Their career trajectory has included roles at Suntrust Investment Services Inc and Suntrust Advisory Services. Charles holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in South Carolina. Truist Advisory Services, Inc is a registered investment company that has its headquarters in Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 employees. It handles $53 billion in assets under management across its 125,600 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 85 charitable organizations. Of its 125,600 client accounts, just 12% are associated with high-net-worth investors who have at least $1 million in investable assets. Truist Advisory Services, Inc offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fee types billed by Truist Advisory Services, Inc can consist of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

713 S Main St Fl 1
Simpsonville, SC 29681

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

SC Average: 58
Total Number of Accounts

125,600

SC Average: 1,608
Average Account Size

$423,328

SC Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Jonathan Charles Work History

Jonathan has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Suntrust Advisory Services

2008 - Present (16 years)

Suntrust Investment Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jonathan Charles to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truist Advisory Services, Inc

James Carroll
Roanoke, VA
Billie Charlton
Myrtle Beach, SC
Benjamin Moore
Fairfax, VA
Mark Walter
Atlanta, GA
Philip Verde
Fort Lauderdale, FL
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Staci Goins
Myrtle Beach, SC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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