Jonathan Edwards, financial advisor Memphis TN

Jonathan Edwards

CRD Number: 7112899
Current Firm: Truist Advisory Services, Inc.

Jonathan Edwards (CRD# 7112899) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Memphis, TN and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Truist Advisory Services, Inc. Memphis, TN Oct 2021 - Current 1
Truist Bank Memphis, TN May 2019 - Oct 2021 2
Truist Advisory Services Atlanta, GA May 2019 - Oct 2021 2
First Tennessee Bank N.a. Memphis, TN Feb 2018 - May 2019 1
First Tennessee Bank N.a. Memphis, TN Feb 2016 - Feb 2018 2
Regions Insurance Group Memphis, TN Jan 2015 - Feb 2016 1
Galler Foods Inc. Memphis, TN Apr 2014 - Jan 2015 < 1
Student Oxford, MS Aug 2010 - May 2014 3
Donati Law Firm Memphis, TN May 2013 - Aug 2013 < 1

Jonathan Edwards has no recent exams reported.
Contact Info for Jonathan L. Edwards
Phone Number: 404-813-7713
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    61,581
    MILLIONS
  • Total Number of Accounts
    126,886
    ACCOUNTS
  • Average Account Value
    $485,328
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, VI, VT, WA, WI, WV, WY

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