Johnathon L. Cope

TRUIST ADVISORY SERVICES

ATLANTA, GA 30326

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CRD#: 5123346

Professional summary

Johnathon Leland Cope, AIF®, CFP®, who also goes by Johnathan Leland Cope, Leland Cope Johnathan, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia and TRUIST INVESTMENT SERVICES, INC. located in Atlanta, Georgia.

Johnathon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Johnathon has worked at 8 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Johnathan Leland Cope | Leland Cope Johnathan

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.

HCC MANUFACTURING POSITION: Sales NATURE: Manufacturing Sales with family business. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2003 ADDRESS: 1580 RT Davis RD, Spencer TN 38585

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Johnathon Leland Cope'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

February 17, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326

RIA

CRD#: 283390

ATLANTA, GA

Current

February 17, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 3630 Peachtree Rd, Ne Ste 250, Atlanta, GA 30326

CRD#: 17499

ATLANTA, GA

Past

September 16, 2016 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

September 2, 2016 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

June 1, 2011 - September 2, 2016

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

CANTON, GA

Past

May 31, 2011 - September 2, 2016

INVEST FINANCIAL CORPORATION

CRD#: 12984

CANTON, GA

Past

January 12, 2011 - May 18, 2011

MIDSOUTH CAPITAL, INC.

RIA

CRD#: 35039

ATLANTA, GA

Past

March 11, 2010 - December 31, 2010

MIDSOUTH CAPITAL, INC.

RIA

CRD#: 35039

ATLANTA, GA

Past

March 11, 2010 - May 18, 2011

MIDSOUTH CAPITAL, INC.

CRD#: 35039

ATLANTA, GA

Past

October 23, 2009 - October 26, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LOGANVILLE, GA

Past

October 23, 2009 - October 26, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LOGANVILLE, GA

Past

August 6, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

SNELLVILLE, GA

Past

July 29, 2008 - October 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

SNELLVILLE, GA

Past

July 9, 2007 - July 29, 2008

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

ATLANTA, GA

Past

December 7, 2006 - July 29, 2008

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

ATLANTA, GA

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

Alabama
(2/17/2021)

Alaska
(2/17/2021)

California
(9/15/2021)

Colorado
(2/17/2021)

District of Columbia
(2/17/2021)

Florida
(2/17/2021)

Georgia
(2/17/2021)

IAR

Georgia
(2/17/2021)

Hawaii
(1/22/2025)

Illinois
(3/11/2024)

Kentucky
(2/17/2021)

Louisiana
(11/15/2022)

IAR

Louisiana
(4/2/2025)

Maryland
(3/20/2024)

Massachusetts
(3/7/2022)

Michigan
(2/17/2021)

Mississippi
(7/19/2024)

Missouri
(2/17/2021)

Montana
(2/17/2021)

New Hampshire
(2/17/2021)

New Jersey
(4/17/2023)

New York
(2/17/2021)

North Carolina
(2/17/2021)

Ohio
(2/17/2021)

Pennsylvania
(6/28/2021)

South Carolina
(2/17/2021)

Tennessee
(2/17/2021)

Texas
(2/17/2021)

Utah
(2/17/2021)

Virginia
(2/17/2021)

Washington
(3/20/2024)

Wyoming
(9/16/2024)

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 66

Date: 4/10/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/11/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/6/2006

General Securities Representative 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

Johnathon L. Cope

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Johnathon Leland Cope's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

MIDSOUTH CAPITAL, INC.

MIDSOUTH CAPITAL, INC.

MIDSOUTH CAPITAL, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/10/2007

SIE

Date: 10/1/2018

Series 31

Date: 5/11/2007

Series 7

Date: 12/6/2006

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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