Jonathan Collins

TRUIST ADVISORY SERVICES

GOLDSBORO, NC 27530

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CRD#: 6094778

Professional summary

Jonathan Collins, CFP®, who also goes by Jonathan David Collins, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Goldsboro, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Goldsboro, North Carolina.

Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Jonathan has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan David Collins

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.

THE REESE IMPACT POSITION: Treasurer NATURE: This is my daughter's non-profit to raise money for organizations she has passion around by making bracelets and selling t-shirts. Organizations like the local food pantry, UNC children's hospital, or Wake County animal shelter. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/18/2025 ADDRESS: Wake Forest NC, United States DESCRIPTION: My daughter's non-profit is a very small organization. She raises money for the causes she supports. When forming this 501C-3 she needed to assign officers and requested I help, so I'm serving as treasurer.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Collins'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: 2021

Experience

Current

July 11, 2022 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 207 E Ash St, Goldsboro, NC 27530

RIA

CRD#: 283390

GOLDSBORO, NC

Current

July 11, 2022 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 207 E Ash St, Goldsboro, NC 27530

CRD#: 17499

GOLDSBORO, NC

Past

November 29, 2021 - July 18, 2022

FIFTH THIRD SECURITIES, INC.

RIA

CRD#: 628

RALEIGH, NC

Past

November 29, 2021 - July 18, 2022

FIFTH THIRD SECURITIES, INC.

CRD#: 628

RALEIGH, NC

Past

February 17, 2021 - November 17, 2021

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ATLANTA, GA

Past

February 17, 2021 - November 17, 2021

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

WAKE FOREST, 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

CRD#: 142785

RICHMOND, VA

Past

December 5, 2012 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

WAKE FOREST, NC

Past

September 25, 2012 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

WAKE FOREST, 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".

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

Colorado
(5/14/2025)

Connecticut
(5/20/2025)

Delaware
(3/1/2023)

Florida
(7/13/2022)

Georgia
(7/13/2022)

Kentucky
(5/20/2025)

Maryland
(5/20/2025)

New Jersey
(5/20/2025)

New Mexico
(5/20/2025)

North Carolina
(7/11/2022)

IAR

North Carolina
(7/11/2022)

Ohio
(5/21/2025)

Oregon
(5/20/2025)

South Carolina
(7/13/2022)

Tennessee
(7/13/2022)

Texas
(8/19/2025)

Virginia
(7/13/2022)

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: 11/29/2012

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: 9/24/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/15/2013

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

Jonathan Collins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Collins's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/29/2012

SIE

Date: 10/1/2018

Series 7

Date: 9/24/2012

Series 24

Date: 4/15/2013

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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