Jonathan Wang, financial advisor Darnestown MD
90 score

Jonathan Wang

CRD Number: 5915845
Current Firm: Suntrust Investment Services, Inc.

Jonathan Wang (CRD# 5915845) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Darnestown, MD 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 Jul 2013 - Current 3
Suntrust Bank Rockville, MD Jun 2013 - Current 3
Wells Fargo Advisors LLC Potomac, MD Nov 2011 - Jun 2013 1
Wells Fargo Bank Na Potomac, MD Oct 2011 - Jun 2013 1
Wells Fargo Bank/wells Fargo Advisors Potomac, MD Oct 2011 - Jun 2013 1
Bank Of America, N.a. Rockville, MD Jul 2011 - Oct 2011 < 1
Merrill Lynch Wealth Management Rockville, MD Apr 2011 - Oct 2011 < 1
Bank Of America Merrill Lynch Rockville, MD Mar 2010 - Oct 2011 1
Bank Of America Washington, DC Mar 2010 - Apr 2011 1
Bank Of America Washington, DC Mar 2010 - Apr 2011 1
Wells Fargo Bank Na Glen Allen, VA May 2009 - Mar 2010 < 1
Wells Fargo Financial Glen Allen, VA May 2009 - Mar 2010 < 1
Virginia Commonwealth University Richmond, VA Aug 2005 - May 2009 3
Virginia Commonwealth University Richmond, VA Aug 2005 - May 2009 3
At&t Mobility Glen Allen, VA Sep 2007 - Nov 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for Jonathan C. Wang
Phone Number: 404-813-8981
Registered State(s):
  • MD
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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