Jonathon M. Gunn

TRUIST ADVISORY SERVICES

BETHESDA, MD 20814

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CRD#: 5533384

Professional summary

Jonathon Mark Gunn, CFP®, who also goes by Jonathon M. Gunn, Jonathan Marc Duncan Gunn, Jonathon Gunn, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Bethesda, Maryland and TRUIST INVESTMENT SERVICES, INC. located in Germantown, Maryland.

Jonathon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jonathon has worked at 7 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathon M. Gunn | Jonathan Marc Duncan Gunn | Jonathon Gunn

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.

RENTAL PROPERTY POSITION: N/A NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/12/2016 ADDRESS: Burtonsville MD, United States DESCRIPTION: Own and manage rental property in Burtonsville, MD and Frederick, MD SHEPHERD'S TABLE POSITION: Board Member NATURE: Shepherd's Table serves individuals from all walks of life. They address food insecurity and homelessness through an array of programs designed to both meet immediate needs and provide sustained social support. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2025 ADDRESS: Silver Spring MD, United States DESCRIPTION: Attend quarterly board meetings, assist with strategic planning and operations for the organization.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Mark Gunn'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®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

March 23, 2022 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 10415 Old Georgetown Rd, Bethesda, MD 20814

RIA

CRD#: 283390

BETHESDA, MD

Current

March 23, 2022 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 19941 Century Blvd, Germantown, MD 20874Office #2: 800 Muddy Branch Rd, Gaithersburg, MD 20878Office #3: 6931 Laurel Ave, Takoma Park, MD 20912Office #4: 8551 Connecticut Ave, Chevy Chase, MD 20815Office #5: 10415 Old Georgetown Rd, Bethesda, MD 20814

CRD#: 17499

Germantown, MD

Past

October 9, 2019 - February 22, 2022

HSBC SECURITIES (USA) INC.

RIA

CRD#: 19585

Silver Spring, MD

Past

October 9, 2019 - February 22, 2022

HSBC SECURITIES (USA) INC.

CRD#: 19585

Silver Spring, MD

Past

September 12, 2016 - September 16, 2019

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

W KENSINGTON, MD

Past

November 12, 2014 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ROCKVILLE, MD

Past

November 12, 2014 - September 16, 2019

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ROCKVILLE, MD

Past

October 4, 2013 - November 4, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BETHESDA, MD

Past

October 4, 2013 - November 4, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BETHESDA, MD

Past

April 26, 2010 - September 30, 2013

CAPITAL ONE FINANCIAL ADVISORS LLC

RIA

CRD#: 127236

MELVILLE, NY

Past

April 26, 2010 - September 30, 2013

CAPITAL ONE INVESTMENT SERVICES LLC

CRD#: 25658

MCLEAN, VA

Past

October 10, 2008 - May 7, 2010

CHEVY CHASE FINANCIAL SERVICES

RIA

CRD#: 14894

BETHESDA, MD

Past

June 23, 2008 - May 1, 2010

CHEVY CHASE FINANCIAL SERVICES

CRD#: 14894

BETHESDA, MD

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
(3/25/2022)

Arkansas
(3/25/2022)

California
(3/25/2022)

Colorado
(3/25/2022)

Delaware
(3/25/2022)

District of Columbia
(3/25/2022)

Florida
(3/25/2022)

Georgia
(3/25/2022)

Hawaii
(5/10/2023)

Illinois
(3/25/2022)

Maine
(3/25/2022)

Maryland
(3/23/2022)

IAR

Maryland
(3/23/2022)

Massachusetts
(3/25/2022)

Minnesota
(3/25/2022)

New Jersey
(3/25/2022)

New York
(3/25/2022)

North Carolina
(3/25/2022)

Ohio
(3/25/2022)

Oregon
(8/17/2022)

Pennsylvania
(3/25/2022)

South Carolina
(3/25/2022)

South Dakota
(3/25/2022)

Tennessee
(3/25/2022)

Texas
(3/25/2022)

Virginia
(3/23/2022)

Washington
(3/25/2022)

West Virginia
(3/25/2022)

Wisconsin
(6/15/2022)

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: 9/29/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/20/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/23/2010

General Securities 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

Jonathon M. Gunn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathon Mark Gunn's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

HSBC SECURITIES (USA) INC.

HSBC SECURITIES (USA) INC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CAPITAL ONE FINANCIAL ADVISORS LLC

CAPITAL ONE INVESTMENT SERVICES LLC

CHEVY CHASE FINANCIAL SERVICES

CHEVY CHASE FINANCIAL SERVICES

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/29/2008

SIE

Date: 10/1/2018

Series 7

Date: 6/20/2008

Series 24

Date: 7/23/2010

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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