Jonathan Shaw, financial advisor Bonita Springs FL
93 score

Jonathan Shaw

CRD Number: 4431233
Current Firm: Suntrust Advisory Services, Inc.

Jonathan Shaw (CRD# 4431233) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Bonita Springs, FL and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Sep 2016 - Current 1
Suntrust Bank Bonita Springs, GA Oct 2012 - Current 5
Suntrust Investment Services, Inc. Atlanta, GA Oct 2012 - Current 5
Tdameritrade Inc. Naples, FL Mar 2011 - Oct 2012 1
Wachovia Securities, LLC Naples, FL Apr 2006 - Mar 2011 4
Wachovia Bank, N.a. Naples, FL Oct 2005 - Mar 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Jonathan Shaw
Phone Number: 404-827-6461
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17,726
    MILLIONS
  • Total Number of Accounts
    37,178
    ACCOUNTS
  • Average Account Value
    $476,799
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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