UBS Financial Services
47yrs
Top 1% by experience in Atlanta
26yrs
Jonathan Miles
Full name on record: Jonathan Devone Miles
Financial advisor at Truist Advisory Services
Jonathan Miles is a fiduciary financial advisor in Atlanta, Georgia, with 26 years in the industry. Jonathan joined Truist Advisory Services in 2016, after five years at Morgan Stanley and three years at Truist Investment Services. Truist Advisory Services offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?More experience than 74% of advisors at Truist Advisory Services
Office3630 Peachtree Rd, NE Suite 250, Atlanta, GA 30326
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$560,278
Advisors at the firm1,970
States licensed ?1 state
Services through Truist Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowTruist Advisory Services, Inc.Current firm
- 2011 – 2016Morgan StanleyPreviously
- 2008 – 2011Truist Investment Services, Inc.Previously
Contact Jonathan
Local office(404) 264-6800Ask for Jonathan. (800) 874-4770Main office 3630 Peachtree Rd, NE Suite 250Atlanta, GA 30326Office · Get directions Firm websitewww.truist.com/wealth/tas-disclosure
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jonathan
How do I contact Jonathan?
Call Jonathan’s local office at (404) 264-6800 or the Truist Advisory Services main office at (800) 874-4770, and ask for Jonathan Miles.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2000, about 26 years. More experience than 74% of advisors at Truist Advisory Services.
What licenses does Jonathan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
Truist Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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