Jonatan I Alvarez
Investment adviser representative at Truist Advisory Services, Inc.
12 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
12 years in the industry.
- Truist Advisory Services, Inc.Nov 2025 to now
- Truist Investment Services, IncNov 2025 to now
- Self EmployedMay 2025 to Nov 2025
- Guerra Advisors Inc.Apr 2024 to May 2025
- CitigroupApr 2023 to Apr 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2023
- Wells Fargo Advisors, LLC.Dec 2015 to Nov 2016
- Wells Fargo Bank NAJul 2014 to Mar 2023
- Wells Fargo AdvisorMar 2014 to Mar 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2020
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
- 6596360
- Firm CRD
- 283390