JK
Jonathan M. Kosmata
TRUIST ADVISORY SERVICES
NOKOMIS, FL 34275
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CRD#: 5170965
JK
Professional summary
Jonathan Michael Kosmata is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Nokomis, Florida and TRUIST INVESTMENT SERVICES, INC. located in Bradenton, Florida.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2009. Jonathan has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 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.
POSITION: PIANIST NATURE: PIANIST FOR SUNDAY SERVICES AT ST. MARTHA CHURCH. INVESTMENT RELATED: NO NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2009
ADDRESS: , SARASOTA FL
DESCRIPTION: PIANO ACCOMPIANIST FOR SUNDAY SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Michael Kosmata's 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®
NoneExperience
Current
January 27, 2017 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1000 N Tamiami Trial, Nokomis, FL 34275RIA
CRD#: 283390
NOKOMIS, FL
Current
July 2, 2015 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1605 Lakewood Ranch Blvd, Bradenton, FL 34211Office #2: 1000 Tamiami Trl N, Nokomis, FL 34275Office #3: 5900 Katie Ln, Sarasota, FL 34232BD
CRD#: 17499
Bradenton, FL
Past
May 2, 2014 - June 12, 2015
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
BRADENTON, FL
Past
November 20, 2009 - April 11, 2014
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
SARASOTA, FL
Past
February 12, 2009 - August 3, 2009
FIFTH THIRD SECURITIES, INC.
BD
CRD#: 628
LARGO, FL
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".
TA
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.RR
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
RR
Alabama(2/14/2023)
RR
Alaska(2/14/2023)
RR
Arizona(2/14/2023)
RR
California(2/14/2023)
RR
Colorado(2/14/2023)
RR
Connecticut(2/14/2023)
RR
Delaware(2/14/2023)
RR
Florida(7/2/2015)
IAR
Florida(1/27/2017)
RR
Georgia(7/2/2015)
RR
Idaho(4/24/2023)
RR
Illinois(2/14/2023)
RR
Indiana(2/14/2023)
RR
Kansas(4/24/2023)
RR
Kentucky(2/14/2023)
RR
Maine(2/14/2023)
RR
Maryland(2/14/2023)
RR
Massachusetts(2/14/2023)
RR
Michigan(2/14/2023)
RR
Minnesota(2/14/2023)
RR
Mississippi(6/12/2024)
RR
Missouri(2/14/2023)
RR
Montana(11/25/2024)
RR
Nevada(2/14/2023)
RR
New Hampshire(2/14/2023)
RR
New Jersey(2/14/2023)
RR
New Mexico(9/18/2025)
RR
New York(2/14/2023)
RR
North Carolina(2/14/2023)
RR
Ohio(2/14/2023)
RR
Oregon(2/14/2023)
RR
Pennsylvania(2/14/2023)
RR
Puerto Rico(10/30/2025)
RR
Rhode Island(2/14/2023)
RR
South Carolina(2/14/2023)
RR
South Dakota(6/12/2024)
RR
Tennessee(2/14/2023)
RR
Texas(2/14/2023)
IAR
Texas(6/14/2023)
RR
Vermont(2/14/2023)
RR
Virginia(2/14/2023)
RR
Washington(2/14/2023)
RR
West Virginia(2/14/2023)
RR
Wisconsin(2/14/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/25/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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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)
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.
