JH
Jonathan D. Hill
TRUIST ADVISORY SERVICES
LANCASTER, PA
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CRD#: 6892565
JH
Professional summary
Jonathan Draper Hill, who also goes by Jon D Hill, Jonathan Hill, Jonathan D Hill, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Lancaster, Pennsylvania and TRUIST INVESTMENT SERVICES, INC. located in Winston-salem, North Carolina.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jonathan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jon D Hill | Jonathan Hill | Jonathan D Hill
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.
SCHREIBER CENTER FOR PEDIATRIC DEVELOPMENT POSITION: Former Board Chair, Member Executive Committee NATURE: Non-profit pediatric therapy services for children with inherited and acquired physical and intellectual disabilities. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 09/01/2008 ADDRESS: 625 Community Way, Lancaster PA 17603 MANHEIM TOWNSHIP HIGH SCHOOL BOYS LACROSSE POSITION: Treasurer NATURE: 501c(3) non-profit volunteer organization connected to a public high school lacrosse program. We raise funds for the program for equipment, meals and other needs of the program. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 08/01/2022 ADDRESS: Lancaster PA, United States DESCRIPTION: My sole responsibilities as treasurer include the following: 1. Depositing funds to organization accounts. 2. Reimbursing expenses for volunteer activities from the organization accounts. 3. Paying vendors for services. 4. Compiling financial statements for board meetings. 5. Submitting financial statements to high school athletic director and accounting firm at end of fiscal year.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Draper Hill'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
October 16, 2020 - Present
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
LANCASTER, PA
Current
October 16, 2020 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 110 S Stratford Rd Ste 501, Winston-salem, NC 27104BD
CRD#: 17499
WINSTON-SALEM, NC
Past
February 22, 2018 - February 17, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 30, 2018 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
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
IAR
Pennsylvania(10/16/2020)
RR
Pennsylvania(10/30/2020)
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.
