Advisor at Truist Advisory Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Truist Advisory Services
Location
Alpharetta, GA 30009
Credentials
Series 66
Industry experience
19 years
Jon Burklow is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with SunTrust Advisory Services since 2016 and has been associated with SunTrust Investment Services since 2006. Outside of his advisory work, he occasionally plays guitar at various local churches in the Metro Atlanta area. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a range of investment consulting and management services, utilizing third-party platforms and a manager-of-managers program to deliver both discretionary and non-discretionary solutions.
Based on Truist Advisory Services
Based on Truist Advisory Services
$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%
Account minimum: $100,000 Minimum fee: Plan Sponsor Services: Annual base fee of $2,500 (newly established plans)
2520 Northwinds Pkwy, Fl 4
Alpharetta, GA 30009
Georgia · Louisiana
SunTrust Advisory Services
2016 - Present (10 years)
Suntrust Investment Services
2006 - Present (20 years)
UnEmployed
1996 - Present (30 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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