Jonathan Michael Cochrane
Investment adviser representative at Fifth Third Wealth Advisors LLC
17 yearsExperience
2 statesRegistered in
$7.8BFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Fifth Third Wealth Advisors LLCNov 2024 to now
- Truist Advisory Services, Inc.Feb 2021 to Aug 2024
- Truist Investment Services, Inc.Feb 2021 to Aug 2024
- Bb&t Securities, LLCJan 2018 to Feb 2021
- Bb&t BankJan 2009 to Feb 2021
- Bb&t InvestmentsJan 2009 to Feb 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Fifth Third Wealth Advisors LLC
$7.8BAssets managed
1,498Clients
66Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4786948
- Firm CRD
- 313015