Jonathan Jordan Lloyd
Investment adviser representative at Truist Advisory Services, Inc.
9 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 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
Experience
9 years in the industry.
- Truist Advisory Services, Inc.Dec 2020 to now
- Suntrust Advisory Services, Inc.Dec 2020 to now
- Suntrust Investment Services, Inc.Dec 2020 to now
- British Swim SchoolJul 2020 to Nov 2020
- UnemployedMar 2020 to Jul 2020
- Escambia County SchoolFeb 2020 to Mar 2020
- UnemployedDec 2019 to Feb 2020
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2019
- Wells Fargo Advisors LLCJul 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 4854915
- Firm CRD
- 283390