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JJ

Jonathan Emery Johnson Ii

SYNOVUS SECURITIES
ROME, GA
·CRD# 7076226·7 years experience

Professional Summary

Jonathan Emery Johnson II, who also goes by Emery Johnson, Jonathan Johnson, is a registered financial advisor currently at SYNOVUS SECURITIES, INC. located in Rome, Georgia. Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Jonathan has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Emery Johnson, Jonathan Johnson

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

7 years in the financial services industry

Current & Past Employments

SYNOVUS SECURITIES, INC.·CRD# 14023
RIA
BD
701 Broad Street, Rome, GA 30161
September 7, 2023 - Present
SYNOVUS SECURITIES, INC.·CRD# 14023
RIA
BD
701 Broad Street, Rome, GA 30161
August 10, 2023 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Atlanta, GA
June 7, 2019 - June 20, 2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Atlanta, GA
May 3, 2019 - June 20, 2022

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Current Firm

SS
SYNOVUS SECURITIES, INC.

CALUMET FINANCIAL ASSOCIATES INC. | SYNOVUS SECURITIES, INC. | SYNOVUS FINANCIAL PLANNING SERVICES | CREATIVE FINANCIAL GROUP, A DIVISION OF SYNOVUS SECURITIES, INC. | CALUMET FINANCIAL ASSOCIATES, INC.

CRD#: 14023 / SEC#: 801-19690, 8-34709
RIA
Registered Investment Advisory firm - SEC (9/1/1983 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

33 W 14th Street 3rd Floor, Columbus, GA 31901

Mailing Address

P.o. Box 2628, Columbus, GA 31902-2628

Phone Number

(706) 649-2327

Established

Georgia since 06/27/1985

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

# of Employees

280

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

CREATIVE FINANCIAL GROUP ADV PART 2A (1/28/2026)

Direct owners and executive officers

NamePositionCRD#
PINNACLE FINANCIAL PARTNERS INC.SYNOVUS SECURITIES, INC. PARENT—
BROOKS, WILLIAM THOMASCHIEF COMPLIANCE OFFICER5028846
ELEAM, JENNA KELLEYCHIEF FINANCIAL OFFICER / FINOP7801582
GUNDERSON, GENE FREDERICKDIRECTOR OF COMPLIANCE, TRUST & BROKERAGE2914172
KIRK, LEAH JEANETTECHIEF OPERATIONS OFFICER2217286
LAW, ROBERT WARDPRESIDENT - CFG DIVISION1399885
MACHARIA, MWANGI JOHNDEPUTY CHIEF COMPLIANCE OFFICER2723756
MCKENZIE, MICHELLE JESSUPROP2475731
SEXTON, GUY LEONARDEVP/DIRECTOR1204541
VARNER, ROBERT PARKERPRESIDENT2192715

Regulatory Assets Under Management

Total Number of Accounts

12,411

AUM (Assets Under Management)

$8,445,083,014

Disclosures

Regulatory Event

10

Arbitration

2

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/22/2025Cover PageReport
11/22/2024Cover PageReport
10/27/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

I*133365 For profit or not for profit: Non-Profit Organization Name of outside business organization: Winshape Foundation Inc. Investment related: N Address of business: Atlanta, Georgia 30349 Nature of business: Charitable Organization, Position, title, association: Participant, Start date of relationship: 12/5/2020 Number of hours devoted: 20 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: The Winshape Foundation has multiple different ministries/groups and the one I would be helping with is their marriage retreats on 2-3 weekends a year. My wife and I would attend the retreats and help facilitate group discussions and activities. I*559232 For profit or not for profit: Entity Charitable Name of outside business organization: First Presbyterian Church - Rome Investment related: N Address of business: Rome, Georgia, 30161 Nature of business: ["Church or Religious Organization"] Position, title, association: ["Other"], Start date of relationship: 10/31/2021 Number of hours devoted: 3 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: Musician playing guitar or bass guitar on Sunday mornings and volunteer for youth events on Sunday evenings., First Presbyterian Church is our home church that we attend and I occasionally help with music on Sunday mornings by playing guitar or bass guitar and with their youth group on Sunday evenings.

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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".
SS
SYNOVUS SECURITIES, INC.

CALUMET FINANCIAL ASSOCIATES INC. | SYNOVUS SECURITIES, INC. | SYNOVUS FINANCIAL PLANNING SERVICES | CREATIVE FINANCIAL GROUP, A DIVISION OF SYNOVUS SECURITIES, INC. | CALUMET FINANCIAL ASSOCIATES, INC.

CRD#: 14023 / SEC#: 801-19690, 8-34709
RIA
Registered Investment Advisory firm - SEC (9/1/1983 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Georgia
(8/10/2023)
IAR
Georgia
(9/7/2023)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2019About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed May 2019About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Mar 2019About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Emery Johnson II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jonathan Emery Johnson II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JJ
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