Jonathan Jordan Lloyd

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

• 07/2011 → 11/2016
  Wells Fargo Advisors Llc
  Pensacola, FL
• 11/2016 → 12/2019
  Wells Fargo Clearing Services, Llc
  Pensacola, FL
• 12/2019 → 02/2020
  Unemployed
  Pensacola, FL
• 02/2020 → 03/2020
  Escambia County School
  Pensacola, FL
• 03/2020 → 07/2020
  Unemployed
  Pensacola, FL
• 07/2020 → 11/2020
  British Swim School
  Pensacola, FL
• 12/2020 → Present
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 12/2020 → Present
  Suntrust Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2011-07-18 → 2019-12-26
  Wells Fargo Clearing Services, Llc
  Pensacola, FL
• 2005-01-11 → 2011-07-21
  Ameriprise Financial Services, Llc
  Pensacola, FL
  Pensacola, FL
  Pensacola, FL

Other Businesses

CSL PLASMA POSITION: Plasma Donor NATURE: Plasma donation resulting in the development of live saving applications INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 10/24/2020 ADDRESS: , Pensacola FL , United States DESCRIPTION: 4 hours a week paid plasma donation, periodic vaccine inoculation receipt and antibody harvest concurrent with plasma donation

Exams

• S66 Uniform Combined State Law Examination
  2005-01-07