AJ
Amanda B. Jordan
TRUIST ADVISORY SERVICES
JACKSONVILLE, FL 32207
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CRD#: 5370786
AJ
Professional summary
Amanda Bonner Jordan, CFP®, who also goes by Amanda Bonner, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Jacksonville, Florida and TRUIST INVESTMENT SERVICES, INC. located in Jacksonville, Florida.
Amanda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Amanda has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Amanda Bonner
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.
NO NAME POSITION: hair styler NATURE: Styling hair for events on rare occasion INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2017 ADDRESS: , Jacksonville FL , United States DESCRIPTION: If, by word of mouth someone needs their hair done for an event, thenI will do it. They usually give me something in return and I normally donate the proceeds. I maybe do it twice a year, if that. It is not even close to 1% of my salary.I averaged what I maybe get a year, if that. I want to be able to do this as a charity event going forward. DECISION BY DESIGN POSITION: Owner, CEO NATURE: Decision making (non-financial) for lifestyle...like for fashion styling, interior design, party planning, culinary, photography, gift giving etc. Think of it as a best friend you can text for their opinion. Geared towards the indecisive individual. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 11/12/2020 ADDRESS: , Jacksonville FL , United States DESCRIPTION: Sole employee. I will be the one that helps clients decide(for example)what outfit to wear, what restaurant to go to, what color to paint there living room. If/when I open a business account, I will have check writing capabilities. As of right now, I do not have a business account and do not plan to in the short run. I have not started business yet, waiting for approval from Truist first. I have no idea if I will even make anything doing this, but I want to try. JORDAN HOME SERVICES POSITION: Co-owner, VP NATURE: Handy man services, garage door repair, design consulting, & carpentry INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: Jacksonville FL, United States DESCRIPTION: I will be listed on the LLC and help manage where needed during off hours and may do some design consulting. My husband will be doing the services and running the day to day.
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Bonner Jordan'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®
CFP®
Start date: 2019
Experience
Current
August 1, 2017 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1200 Riverplace Blvd Fl 5, Jacksonville, FL 32207RIA
CRD#: 283390
JACKSONVILLE, FL
Current
June 20, 2017 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1200 Riverplace Blvd Fl 5, Jacksonville, FL 32207BD
CRD#: 17499
Jacksonville, 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
Florida(6/29/2017)
IAR
Florida(8/1/2017)
RR
Georgia(7/20/2017)
Exams
State Security Law Exam
General 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
Registered Investment Advisory firm - (5/18/2016 Approved)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Jacksonville, FL 32207TRUST BUT VERIFY
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