Jonathon Gunn is a CFP-designated registered investment advisor, based in Bethesda, MD, with 17 years of industry experience.
Location
10415 Old Georgetown Rd, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathon owns and manages rental properties in Maryland since 2016, dedicating minimal time. He also serves as a board member for Shepherd's Table, a non-profit addressing food insecurity and homelessness, attending quarterly meetings and assisting with strategic planning, also dedicating minimal time.
Employment History
Current Registrations
Truist Investment Services, INC.
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Previous Registrations
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Chevy Chase Financial Services
Chevy Chase Financial ServicesBroker
State Registrations28 states
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