Johnathon Leland Cope

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:

Current Employers

Truist Advisory Services, Inc.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-06-02
LA	RA	APPROVED	2025-04-02
GA	RA	APPROVED	2021-02-17

TX RA
APPROVED_RES

Since 2026-06-02
LA RA
APPROVED

Since 2025-04-02
GA RA
APPROVED

Since 2021-02-17

Branch Locations

3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Invest Financial Corp.	Tampa	FL	05/2011	09/2016
Bb&T Securities	Atlanta	GA	09/2016	Present
Truist Investment Services, Inc.	Atlanta	GA	02/2021	Present
Truist Advisory Services, Inc.	Atlanta	GA	02/2021	Present

05/2011 → 09/2016

Invest Financial Corp.

Tampa, FL
09/2016 → Present

Bb&T Securities

Atlanta, GA
02/2021 → Present

Truist Investment Services, Inc.

Atlanta, GA
02/2021 → Present

Truist Advisory Services, Inc.

Atlanta, GA

Previous Registrations

2016-09-16 → 2021-02-17

Bb&T Securities, Llc

Atlanta, GA

Richmond, VA
2011-06-01 → 2016-09-02

Invest Financial Corporation

Peachtree City, GA

Douglasville, GA

Villa Rica, GA

Carrollton, GA

Fayetteville, GA

Conyers, GA

Hiram, GA

Powder Springs, GA

Canton, GA

Marietta, GA

Canton, GA

Marietta, GA

Atlanta, GA

Powder Springs, GA
2010-03-11 → 2011-05-18

Midsouth Capital, Inc.

Atlanta, GA

Atlanta, GA
2009-10-23 → 2009-10-26

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Loganville, GA

Suwanee, GA

Lawrenceville, GA

Snellville, GA

Duluth, GA
2008-08-06 → 2009-10-23

Banc Of America Investment Services, Inc.

Snellville, GA

Loganville, GA

Suwanee, GA

Lawrenceville, GA

Duluth, GA

Alpharetta, GA
2007-07-09 → 2008-07-29

Morgan Keegan & Company, Llc

Atlanta, GA

Atlanta, GA

Atlanta, GA

Other Businesses

HCC MANUFACTURING POSITION: Sales NATURE: Manufacturing Sales with family business. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 1580 RT Davis RD, Spencer TN 38585

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-04-10

S66 Uniform Combined State Law Examination

2007-04-10

Other Names

Johnathon Leland Cope
Leland Cope Johnathan
Johnathon Leland Cope

View on SEC IAPD