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Jonathan Michael Cochrane

Fifth Third Wealth Advisors LLC

Winston-Salem, NC

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Current Employers
Fifth Third Wealth Advisors Llc

38 Fountain Square Plaza, Cincinnati, OH 45263 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-20
NC RA APPROVED 2024-11-18
  • TX RA
    APPROVED_RES
    Since 2024-11-20
  • NC RA
    APPROVED
    Since 2024-11-18

Branch Locations

380 Knollwood Street, Winston-Salem, NC 27103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bb&T Investments Charlotte NC 01/2009 02/2021
Bb&T Bank Winston-Salem NC 01/2009 02/2021
Bb&T Securities, Llc Richmond VA 01/2018 02/2021
Truist Investment Services, Inc. Winston-Salem NC 02/2021 08/2024
Truist Advisory Services, Inc. Atlanta GA 02/2021 08/2024
Fifth Third Wealth Advisors Llc Winston-Salem NC 11/2024 Present
  • 01/2009 → 02/2021
    Bb&T Investments
    Charlotte, NC
  • 01/2009 → 02/2021
    Bb&T Bank
    Winston-Salem, NC
  • 01/2018 → 02/2021
    Bb&T Securities, Llc
    Richmond, VA
  • 02/2021 → 08/2024
    Truist Investment Services, Inc.
    Winston-Salem, NC
  • 02/2021 → 08/2024
    Truist Advisory Services, Inc.
    Atlanta, GA
  • 11/2024 → Present
    Fifth Third Wealth Advisors Llc
    Winston-Salem, NC
Previous Registrations
  • 2021-02-17 → 2024-08-20
    Truist Advisory Services, Inc.
    Atlanta, GA
    Winston-Salem, NC
  • 2018-01-02 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Winston-Salem, NC
    Richmond, VA
  • 2009-01-26 → 2018-01-02
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Winston-Salem, NC
    Everett, PA
  • 2004-04-12 → 2008-12-31
    Bb&T Investment Services, Inc.
    Winston-Salem, NC
    Athens, TN
    Charlotte, NC
    Athens, TN
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-05-12
S65 Uniform Investment Adviser Law Examination 2004-02-13
  • S63 Uniform Securities Agent State Law Examination
    2004-05-12
  • S65 Uniform Investment Adviser Law Examination
    2004-02-13

View on SEC IAPD

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