# JONATHAN CARROLL CHARLES

JONATHAN CARROLL CHARLES is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with TRUIST ADVISORY SERVICES, INC..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2016-09-01 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2006-08-15 | 2008-05-05 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2006-03-30 | 2006-07-12 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2006-01-31 | 2006-03-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5024583)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5024583.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.