JC
CFP
JC
CFP

Jonathan Collins

13 Years of Experience
Goldsboro, NC
Broker

Jonathan Collins is a CFP-designated registered investment advisor, based in Goldsboro, NC, with 13 years of industry experience.

Location

207 E Ash St, Goldsboro, NC, 27530

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Truist Advisory Services, INC.
July 2022 - Present · 3 yrs 10 mos
Truist Investment Services, INC.
July 2022 - Present · 3 yrs 10 mos
Truist Investment Services, INC.Broker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Fifth Third Securities, INC.
November 2021 - July 2022 · 8 mos
Fifth Third Securities, INC.Broker
November 2021 - July 2022 · 8 mos
Truist Advisory Services, INC.
February 2021 - November 2021 · 9 mos
Truist Investment Services, INC.Broker
February 2021 - November 2021 · 9 mos
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
December 2012 - January 2018 · 5 yrs 1 mo
Bb&t Investment Services, INC.Broker
September 2012 - January 2018 · 5 yrs 4 mos
State Registrations16 states
COCTDEFLGAKYMDNCNJNMOHORSCTNTXVA
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.
Jonathan Collins - Financial Advisor | TrueAdvisor