Jonathan CampCRD Number: 5962164
Current Firm: Truist Advisory Services, Inc.
Jonathan Camp (CRD# 5962164) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Gastonia, NC and has over 7 years of experience in the finance industry.
Moore Investment Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eudaimonia Partners, LLC
|Truist Investment Services, Inc.||Charlotte, NC||Feb 2021 - Current||2|
|Truist Advisory Services, Inc.||Atlanta, GA||Feb 2021 - Current||2|
|Bb&t Securities, LLC||Gastonia, NC||Oct 2020 - Feb 2021||< 1|
|Suntrust Investment Services, Inc.||Atlanta, GA||Dec 2019 - Oct 2020||< 1|
|Suntrust Bank||Charlotte, NC||Dec 2019 - Oct 2020||< 1|
|Bb&t||Charlotte, NC||Jan 2019 - Oct 2020||1|
|Bb&t Securities, LLC||Richmond, VA||Jan 2018 - Oct 2020||2|
|Bb&t||Charlotte, NC||Jul 2016 - Jan 2019||2|
|Bbtis||Charlotte, NC||Jul 2016 - Jan 2018||1|
|Allstate Insurance Co||Gastonia, NC||Aug 2015 - Jul 2016||< 1|
|Gardner Webb University||Boiling Springs, NC||Dec 2013 - Aug 2015||1|
|Suntrust Bank||Charlotte, NC||Oct 2012 - Dec 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2016|
|S65||NASAA Investment Advisors Law Examination||Sep 2016|
Total Assets Under Management53,170MILLIONS
Total Number of Accounts125,600ACCOUNTS
Average Account Value$423,328
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, VI, VT, WA, WI, WV, WY
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