Best Investors Account Sign in

Jonathan Thor Westbrook

Truist Advisory Services, Inc.

Charlotte, NC

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-28
MD RA APPROVED 2024-10-07
  • NC RA
    APPROVED
    Since 2026-08-28
  • MD RA
    APPROVED
    Since 2024-10-07

Branch Locations

6869 Fairview Rd, Charlotte, NC 28210 • 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
James Madison University Harrisonburg VA 08/2016 05/2019
Jimmy Johns Frederick MD 07/2017 09/2019
Truist Bank Frederick MD 09/2019 12/2020
Truist Bank Eldersburg MD 12/2020 11/2022
Truist Bank Finksburg MD 11/2022 01/2024
Truist Bank Finksburg MD 01/2024 03/2026
Truist Investment Services. Inc Fairview Road NC 03/2026 Present
Truist Advisory Services, Inc Fairview Road NC 03/2026 Present
  • 08/2016 → 05/2019
    James Madison University
    Harrisonburg, VA
  • 07/2017 → 09/2019
    Jimmy Johns
    Frederick, MD
  • 09/2019 → 12/2020
    Truist Bank
    Frederick, MD
  • 12/2020 → 11/2022
    Truist Bank
    Eldersburg, MD
  • 11/2022 → 01/2024
    Truist Bank
    Finksburg, MD
  • 01/2024 → 03/2026
    Truist Bank
    Finksburg, MD
  • 03/2026 → Present
    Truist Investment Services. Inc
    Fairview Road, NC
  • 03/2026 → Present
    Truist Advisory Services, Inc
    Fairview Road, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-28
  • S66 Uniform Combined State Law Examination
    2024-08-28

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor