Jonathan G. Fanning

TRUIST ADVISORY SERVICES

NORCROSS, GA 30092

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CRD#: 3082545

Professional summary

Jonathan Grant Fanning is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Norcross, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Alpharetta, Georgia.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Jonathan has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SUGAR HILL CHRISTIAN ACADEMY POSITION: Basketball Coach NATURE: School INVESTMENT RELATED: No NUMBER OF HOURS: 26 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2019 ADDRESS: , Sugar Hill GA , United States DESCRIPTION: Coach Basketball

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Grant Fanning's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 9, 2016 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 6095 Peachtree Industrial Blvd, Norcross, GA 30092

RIA

CRD#: 283390

NORCROSS, GA

Current

August 6, 2007 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 8390 Holcomb Bridge Rd, Alpharetta, GA 30022Office #2: 3850 Rockbridge Rd, Stone Mountain, GA 30083Office #3: 6095 Peachtree Industrial Blvd, Norcross, GA 30092Office #4: 5950 Jimmy Carter Blvd, Norcross, GA 30071Office #5: 1849 Mountain Industrial Blvd, Tucker, GA 30084Office #6: 5399 E Mountain St, Stone Mountain, GA 30083

CRD#: 17499

Alpharetta, GA

Past

August 15, 2007 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

July 20, 2007 - August 9, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DECATUR, GA

Past

July 18, 2007 - August 9, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DECATUR, GA

Past

June 4, 2004 - July 17, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

DECATUR, GA

Past

June 4, 2004 - July 17, 2007

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

DECATUR, GA

Past

January 25, 2002 - May 27, 2004

CITISTREET FINANCIAL SERVICES LLC

RIA

CRD#: 107311

GREENVILLE, SC

Past

May 9, 2001 - May 27, 2004

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

August 12, 1998 - May 29, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 12, 1998 - May 29, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(9/29/2022)

Florida
(8/6/2007)

Georgia
(8/6/2007)

IAR

Georgia
(9/9/2016)

Massachusetts
(7/30/2021)

Missouri
(9/29/2022)

Nevada
(9/29/2020)

New York
(4/10/2025)

North Carolina
(2/6/2020)

Ohio
(8/24/2017)

Pennsylvania
(3/18/2020)

South Carolina
(9/21/2016)

Tennessee
(2/28/2019)

Texas
(10/12/2022)

Utah
(8/29/2022)

Virginia
(5/30/2018)

Wisconsin
(1/11/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/15/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/29/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/11/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 26

Date: 1/14/2008

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

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Contact information

Main Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Mailing Address

Po Box 4418 Mc 107, Atlanta, GA 30302

Phone number

(800) 874-4770

Established

Firm type

Fiscal year end

# of Employees

2,469

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	124,363
AUM (Assets Under Management)	$ 67,736,740,585

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/24/2025	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jonathan G. Fanning

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Grant Fanning's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CITISTREET FINANCIAL SERVICES LLC

CITISTREET EQUITIES LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/15/2002

Series 63

Date: 8/29/1998

SIE

Date: 10/1/2018

Series 7

Date: 8/11/1998

Series 26

Date: 1/14/2008

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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