Jonathan E. Bjoring
Professional summary
Jonathan Edward Bjoring, who also goes by Jon Bjoring, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Mclean, Virginia and TRUIST INVESTMENT SERVICES, INC. located in Mclean, Virginia.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jonathan has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Edward Bjoring's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 6, 2019 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 8200 Greensboro Dr Ste 100a, Mclean, VA 22102September 6, 2019 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 8200 Greensboro Dr Fl 10, Mclean, VA 22102February 1, 2010 - September 12, 2019
PNC WEALTH MANAGEMENT LLC
December 18, 2009 - September 12, 2019
PNC WEALTH MANAGEMENT LLC
October 23, 2009 - December 7, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 23, 2009 - December 7, 2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 22, 2009 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
January 16, 2009 - October 23, 2009
BANC OF AMERICA INVESTMENT SERVICES, INC.
October 13, 2000 - January 21, 2009
WELLS FARGO CLEARING SERVICES, LLC
October 1, 2000 - January 21, 2009
WELLS FARGO CLEARING SERVICES, LLC
July 18, 2000 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
November 30, 1999 - May 15, 2000
FSC SECURITIES CORPORATION
March 24, 1999 - November 17, 1999
FAIRCHILD FINANCIAL GROUP, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/6/2019)
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(10/27/2022)
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(11/1/2019)
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(6/28/2024)
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(9/7/2019)
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(10/27/2022)
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(10/27/2022)
(1/9/2023)
(10/27/2022)
(9/6/2019)
(9/6/2019)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
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 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
