Jonathan House, financial advisor Athens GA
90 score

Jonathan House

CRD Number: 5918014
Current Firm: Suntrust Investment Services, Inc.

Jonathan House (CRD# 5918014) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Athens, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Investment Services Atlanta, GA Mar 2015 - Current 1
Voya Financial Advisors Watkinsville, GA Sep 2014 - Mar 2015 < 1
Athens Wealth Management Athens, GA Feb 2010 - Mar 2015 5
Ing Financial Partners, Inc. Watkinsville, GA May 2011 - Aug 2014 3
Montana State University Bozeman, MT Aug 2008 - Dec 2010 2
Herring Cpa Group Tifton, GA May 2008 - Aug 2008 < 1
Mercer University Macon, GA May 2004 - May 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Jonathan A. House
Phone Number: 404-813-8981
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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