Jonathan Devone Miles

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → Present
  Suntrust Investment Services, Inc
  Atlanta, GA

Previous Registrations

• 2011-07-08 → 2016-08-12
  Morgan Stanley
  Atlanta, GA
• 2008-04-10 → 2011-07-06
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

MILESTONES WEALTH & WELLNESS INSTITUTE LLC POSITION: Stewardship Education Coach NATURE: We talk about various levels of stewardship that are pertinent to walking out of debt and poverty into financial freedom. We discuss faith-based principles such as tithe, offerings, seed-sowing, as well as financial education regarding IRAs, 529s, Insurance, savings, debt freedom, and budgeting etc so that students can make informed decisions, in faith, regarding their personal financial situations. We do NOT offer any sort ofinvestment advice. This is an Education Services firm only. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2018 ADDRESS: , Covington GA , United States DESCRIPTION: This is a faith-based financial literacy firm that targets under-served/minority communities with education tools that will empower them to make informed decisions about their faith and their finances. SELF/AUTHOR POSITION: STEWARDSHIP EDUCATION COACH NATURE: SELF / AUTHOR....WRITING A BOOK. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2018 ADDRESS: , COVINGTON GA , United States DESCRIPTION: BOOK ABOUT STEWARDSHIP, FAITH & EMPOWERMENT TO ACHIEVE YOUR BEST LIFE....

Exams

• S66 Uniform Combined State Law Examination
  2008-04-04
• S63 Uniform Securities Agent State Law Examination
  2000-12-12