Jonathan Edward Bjoring

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

• 12/2009 → 09/2019
  Pnc Investments
  Pittsburgh, PA
• 09/2019 → Present
  Suntrust Investment Services, Inc
  Atlanta, GA
• 09/2019 → Present
  Suntrust Advisory Services, Inc
  Atlanta, GA

Previous Registrations

• 2010-02-01 → 2019-09-12
  Pnc Wealth Management Llc
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Bethesda, MD
  Washington, DC
  Laurel, MD
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Washington, DC
  Laurel, MD
  Washington, DC
  Washington, DC
• 2009-10-23 → 2009-12-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 2009-01-22 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Washington, DC
• 2000-10-13 → 2009-01-21
  Wells Fargo Clearing Services, Llc
  Oakton, VA
  Mclean, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1999-04-01

Other Names

• Jon Bjoring