Johnathan Edwin Mitchell

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

• 12/2015 → 01/2018
  Bb&T Investment Services, Inc.
  Morrow, GA
• 01/2018 → 02/2021
  Bb&T Securities, Llc
  Lithonia, GA
• 02/2021 → Present
  Truist Investment Services, Inc.
  Conyers, GA
• 03/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2018-01-02 → 2021-03-02
  Bb&T Securities, Llc
  Atlanta, GA
  Charlotte, NC
  Duluth, GA
  Morrow, GA
  Conyers, GA
  Jonesboro, GA
  Riverdale, GA
  Lithonia, GA
  Decatur, GA
  Covington, GA
  Covington, GA
  Decatur, GA
  Conyers, GA
  Richmond, VA
• 2015-12-11 → 2018-01-02
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Duluth, GA
  Morrow, GA
  Conyers, GA
  Jonesboro, GA
  Riverdale, GA
  Lithonia, GA
  Decatur, GA
  Atlanta, GA
  Covington, GA
  Covington, GA
  Decatur, GA
• 2014-07-07 → 2015-12-08
  Truist Investment Services, Inc.
  Alpharetta, GA
  Atlanta, GA
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2014-07-05
• S63 Uniform Securities Agent State Law Examination
  2012-12-28