Jonathon Gunn, financial advisor Kensington MD
96 score

Jonathon Gunn

CRD Number: 5533384
Current Firm: Suntrust Advisory Services, Inc.

Jonathon Gunn (CRD# 5533384) is an Investment Advisor Representative working at Suntrust Advisory Services, Inc. in Kensington, MD and has over 9 years of experience in the finance industry. Jonathon Gunn has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Suntrust Advisory Services Atlanta, GA Sep 2016 - Current 1
Suntrust Investment Services Atlanta, GA Nov 2014 - Current 3
Suntrust Bank Kensington, MD Oct 2014 - Current 3
Wells Fargo Bank Bethesda, MD Sep 2013 - Oct 2014 1
Capital One Investments Mclean, VA Jun 2009 - Sep 2013 4
Chevy Chase Financial Services Bethesda, MD Mar 2008 - Jun 2009 1
Chevy Chase Bank Bethesda, MD Nov 2003 - Mar 2008 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Jonathon Gunn
Phone Number: 404-827-6461
Registered State(s):
  • MD
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
96
Clean Record
This advisor has a clean track record with regulators.

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