JC
JC

Johnathon Cope

18 Years of Experience
Atlanta, GA
3 DisclosuresBroker

Johnathon Cope is a registered investment advisor, based in Atlanta, GA, with 18 years of industry experience.

Location

3630 Peachtree Rd, Ne, Ste 250, Atlanta, GA, 30326

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2016
Closed-No Action
Customer Dispute
June 2015
Settled
Customer Dispute
March 2011
Denied
Other Business Activities

Johnathon is involved in manufacturing sales with a family business, HCC Manufacturing, since 2003. This activity takes about 10-20% of his time and is not investment-related.

Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
September 2016 - February 2021 · 4 yrs 5 mos
Bb&t Securities, LLCBroker
September 2016 - February 2021 · 4 yrs 5 mos
Invest Financial Corporation
June 2011 - September 2016 · 5 yrs 3 mos
Invest Financial CorporationBroker
May 2011 - September 2016 · 5 yrs 4 mos
Midsouth Capital, INC.
January 2011 - May 2011 · 4 mos
Midsouth Capital, INC.Broker
March 2010 - May 2011 · 1 yr 2 mos
Midsouth Capital, INC.
March 2010 - December 2010 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - October 2009 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - October 2009 · 0 mos
Banc of America Investment Services, INC.
August 2008 - October 2009 · 1 yr 2 mos
Banc of America Investment Services, INC.Broker
July 2008 - October 2009 · 1 yr 3 mos
Morgan Keegan & Company, INC.
July 2007 - July 2008 · 1 yr
Morgan Keegan & Company, INC.Broker
December 2006 - July 2008 · 1 yr 7 mos
State Registrations31 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Johnathon Cope - Financial Advisor | TrueAdvisor