Jonathan Conrad Ferro

Employer firm

Synovus Securities, Inc. CRD 14023

$8.45B regulatory AUM 100 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 07/2012 → 05/2017
  Vystar Credit Union
  Fleming Island, FL
• 03/2014 → 05/2017
  Lpl
  Jacksonville, FL
• 05/2017 → 07/2020
  Regions Bank
  Jacksonville, FL
• 07/2018 → 07/2020
  Cetera Investment Services Llc
  St. Cloudm, MN
• 07/2018 → 07/2020
  Cetera Investment Advisers Llc
  Jacksonville, FL
• 07/2020 → 01/2022
  Edward Jones
  St. Louis, MO
• 02/2022 → Present
  Synovus Securities, Inc.
  Tampa, FL
• 02/2022 → 01/2026
  Synovus Bank
  Tampa, FL
• 01/2026 → Present
  Pinnacle
  Tampa, FL

Previous Registrations

• 2020-08-03 → 2022-01-24
  Edward Jones
  St Augustine Beach, FL
  Ponte Vedra Beach, FL
• 2018-07-27 → 2020-08-05
  Cetera Investment Advisers Llc
  Jacksonville, FL
• 2014-03-21 → 2017-05-08
  Lpl Financial Llc
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  San Diego, CA
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
• 2012-08-21 → 2014-03-20
  Cuna Brokerage Services, Inc.
  Orange Park, FL
  Jacksonville, FL
  Jacksonville, FL
  Jacksonville, FL
• 2004-07-06 → 2006-01-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2012-05-11
• S63 Uniform Securities Agent State Law Examination
  2011-06-14

Designations

• Certified Financial Planner

Other Names

• Jon Ferro
• Jonathan C Ferro
• Jonathan Conrad Ferro