Jonatan I Alvarez

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 → 11/2016
  Wells Fargo Advisors, Llc.
  Miami, FL
• 07/2014 → 03/2023
  Wells Fargo Bank Na
  Miami, FL
• 11/2016 → 03/2023
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 04/2023 → 04/2024
  Citigroup
  Miami, FL
• 04/2024 → 05/2025
  Guerra Advisors Inc.
  Miami, FL
• 04/2024 → 04/2024
  Citigroup
  Miami, FL
• 03/2014 → 03/2023
  Wells Fargo Advisor
  Miami, FL
• 11/2025 → Present
  Truist Investment Services, Inc
  Miami, FL
• 11/2025 → Present
  Truist Advisory Services, Inc
  Miami, FL
• 05/2025 → 11/2025
  Self Employed
  Miami, FL

Previous Registrations

• 2024-04-22 → 2025-05-20
  Guerra Wealth Advisors
  Miami, FL
• 2023-04-14 → 2024-04-24
  Citigroup Global Markets Inc.
  Miami, FL
  Coral Springs, FL
  Miami, FL
  Miami, FL
• 2021-10-11 → 2023-03-23
  Wells Fargo Clearing Services, Llc
  Miami, FL
  Coral Gables, FL
  Miami, FL
  Miami, FL
  Homestead, FL
  Miami, FL

Other Businesses

RENTAL PROPERTY, INV RELATED, MIAMI, FL, 100% OWNERSHIP, START 8/1/2018, 0 HRS/MONTH, 0 HRS DURING TRADING. ///// Victoria Holdings LLC; Investment-related; Nature: Rental Property; Homestead, FL; Started: 7/25/2019; Title: Member; Duties: Property Manager; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ///// RENTAL PROPERTY, INV RELATED, HOMESTEAD, FL, 67% OWNERSHIP, START 9/1/2019, 0 HRS/MONTH, 0 HRS DURING TRADING. ///// RENTAL PROPERTY; INV RELATED; HOMESTEAD, FL; 100% OWNERSHIP WITH SPOUSE; START 5/1/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. ///// Wise Creative Holdings LLC; Investment-related; Nature: Property Rental; Homestead, FL; Started: 6/24/2020; Title: Member; Duties: Property Manager; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ///// RENTAL PROPERTY, INV RELATED, HOMESTEAD, FL, 100% OWNERSHIP WITH SPOUSE, START 9/1/2021, 2 HRS PER MONTH, 0 HRS DURING TRADING, LANDLORD. ///// 15220 Holdings LLC; Investment-related; Nature: Property Rental; Homestead, FL; Started: 8/16/2021; Title: Member; Duties: Property Manager; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ///// RENTAL PROPERTY, INV RELATED, HOMESTEAD, FL, 100% OWNERSHIP WITH SPOUSE, START 6/1/2022, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING. ///// 14850 Holdings LLC; Investment-related; Nature: Rental Property; Homestead, FL ; Started: 4/22/2022; Title: Member; Duties: Property Manager; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. ///// 29925 HOLDINGS LLC POSITION: Manager NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2026 ADDRESS: Miami FL, United States DESCRIPTION: Landlord - Collect Rent- Make repairs as necessary.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-30
• S63 Uniform Securities Agent State Law Examination
  2016-02-17

Other Names

• Jonatan Alvarez
• Jonatan Isaac Alvarez