JC
Jonathan C. Camp
TRUIST ADVISORY SERVICES
GASTONIA, NC 28056
Some features on this profile are disabled
CRD#: 5962164
JC
Professional summary
Jonathan Carl Camp is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Gastonia, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Gastonia, North Carolina.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jonathan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 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.
VIVIAN BETH LLC POSITION: Member/Manager NATURE: Rental property LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 08/05/2020 ADDRESS: Front Beach Rd., Panama City Beach FL 32407 RENTAL -ORLANDO POSITION: Owner NATURE: This will be an investment property held in our personal names. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2021 ADDRESS: Orlando FL, United States DESCRIPTION: Owner of property. Work with a Property Manager for short term rental of this property. We are responsible for paying the mortgage and repairs that will be needed. RENTAL PROPERTY-BLOWING ROCK POSITION: Landlord NATURE: Rental property (Chetola Lake Drive, Blowing Rock, NC) held jointly with spouse. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/15/2022 ADDRESS: Blowing Rock NC, United States DESCRIPTION: Manage rental property RENTAL -PIGEON FORGE POSITION: Owner NATURE: Rental property (Alpine Mountain Way, Pigeon Forge, TN) held jointly with spouse. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/10/2018 ADDRESS: Pigeon Forge TN, United States DESCRIPTION: Owner of rental home. The TN property is managed by a property manager since we are not local. RENTAL GATLINBURG POSITION: Owner NATURE: Condo used as a short-term rental property (Baskins Creek Rd., Gatlinburg, TN) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/18/2022 ADDRESS: Gatlinburg TN, United States DESCRIPTION: Landlord RENTAL PROPERTY 2ND AVE DEAD MANS FLAT ALBERTA CANADA POSITION: Owner NATURE: Short term rental real estate INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 11/29/2024 ADDRESS: Belmont NC, United States DESCRIPTION: Short Term Rental in Alberta Canada. This will be managed by a property manager, and I will handle the paying of expenses and annual tax reconciliation
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Carl Camp'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
February 17, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 3070 Union Rd Fl 1, Gastonia, NC 28056RIA
CRD#: 283390
GASTONIA, NC
Current
February 17, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 3070 Union Rd, Gastonia, NC 28056Office #2: 601 Hawley Ave, Belmont, NC 28012Office #3: 501 W Trade St, Dallas, NC 28034Office #4: 150 S Main St, Mount Holly, NC 28120BD
CRD#: 17499
GASTONIA, NC
Past
December 10, 2019 - October 19, 2020
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
CHARLOTTE, NC
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
September 2, 2016 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
RIA
CRD#: 33856
CHARLOTTE, NC
Past
July 29, 2016 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
BD
CRD#: 33856
CHARLOTTE, NC
Past
March 21, 2016 - August 2, 2016
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
Gastonia, NC
Past
September 12, 2011 - September 4, 2012
FIRST CITIZENS INVESTOR SERVICES, INC.
BD
CRD#: 44430
RALEIGH, NC
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
Arizona(2/17/2021)
RR
California(2/17/2021)
RR
Colorado(9/18/2023)
RR
Florida(2/17/2021)
RR
Georgia(2/17/2021)
RR
Indiana(3/28/2024)
RR
Kentucky(2/17/2021)
RR
Maryland(2/17/2021)
RR
Massachusetts(4/15/2024)
RR
New Jersey(2/17/2021)
RR
New York(2/17/2021)
RR
North Carolina(2/17/2021)
IAR
North Carolina(2/17/2021)
RR
Pennsylvania(2/17/2021)
RR
South Carolina(2/17/2021)
IAR
Texas(4/2/2024)
RR
Texas(4/9/2024)
RR
Virginia(2/17/2021)
RR
West Virginia(2/17/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
