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Jonathan Patrick Frascarelli

Truist Advisory Services, Inc.

Winter Park, FL

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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-26
  • FL RA
    APPROVED
    Since 2024-11-26

Branch Locations

400 Park Ave S Ste 200, Winter Park, FL 32789 • 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
Fifth Third Orlando FL 11/2008 07/2024
Truist Investment Services, Inc Winter Park FL 07/2024 Present
Truist Advisory Services, Inc. Winter Park FL 07/2024 Present
  • 11/2008 → 07/2024
    Fifth Third
    Orlando, FL
  • 07/2024 → Present
    Truist Investment Services, Inc
    Winter Park, FL
  • 07/2024 → Present
    Truist Advisory Services, Inc.
    Winter Park, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-11-06
S66 Uniform Combined State Law Examination 2012-12-13
  • S63 Uniform Securities Agent State Law Examination
    2024-11-06
  • S66 Uniform Combined State Law Examination
    2012-12-13
Designations

View on SEC IAPD

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Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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