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Detailed Report
JONATHAN STEVEN ORMAZA
JONATHAN S ORMAZA
CRD#: 6321502
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 201 ALHAMBRA CIRCLE
FL 1
CORAL GABLES, FL 33143
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 201 ALHAMBRA CIR
FL 1
CORAL GABLES, FL 33134
Registration History
2014201520162017201820192020202120222023202420252026IATRUIST ADVISORY SERVICES, INC. (CRD# 283390)2020 - Present (4 years)BTRUIST INVESTMENT SERVICES, INC. (CRD# 17499)2018 - Present (7 years)BJ.P. MORGAN SECURITIES LLC (CRD# 79)2014 - 2018 (3 years)
License(s)

State Registrations

B
Florida 3/16/2018
B
Georgia 3/16/2018
IA
Florida 6/16/2020

SRO Registrations

B
 FINRA

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Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
201 ALHAMBRA CIRCLE FL 1, CORAL GABLES, FL 33143
Registered with this firm since 6/16/2020
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
201 ALHAMBRA CIR FL 1, CORAL GABLES, FL 33134
3058 GRAND AVE, MIAMI, FL 33133
Registered with this firm since 3/16/2018
Previous Registration(s)
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B
 05/29/2014 - 03/23/2018 J.P. MORGAN SECURITIES LLC (CRD#:79) MIAMI, FL
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www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.