Jonathan FanningCRD Number: 3082545
Current Firm: Suntrust Investment Services, Inc.
Jonathan Fanning (CRD# 3082545) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Stone Mountain, GA and has over 18 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Suntrust Investment Services, Inc.||Atlanta, GA||Aug 2007 - Current||9|
|Wachovia Securities, LLC||Decatur, GA||Jul 2007 - Aug 2007||< 1|
|Wachovia Securities, LLC||Decatur, GA||May 2004 - Jul 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1998|
|S65||NASAA Investment Advisors Law Examination||Jan 2002|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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