Sorsby Financial
47yrs
Top advisor by experience in Bonita Springs
25yrs
Jonathan Shaw
Financial advisor at Truist Advisory Services
Based in Bonita Springs, Florida, Jonathan Shaw is a fiduciary financial advisor with 25 years of industry experience. Jonathan has been with Truist Advisory Services since 2016; before that, Jonathan spent two years at TD Ameritrade Investment Management and two years at TD Ameritrade. 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 161 advisors with offices in Bonita Springs, and one of 144 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
Office26731 S Tamiami Trail, Bonita Springs, FL 34134
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.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowTruist Advisory Services, Inc.Current firm
- Apr 2011 – Nov 2012TD Ameritrade Investment Management, LLCPreviously
- Mar 2011 – Nov 2012TD Ameritrade, Inc.Previously
- 2006 – 2011Wells Fargo Clearing Services, LLCPreviously
- 2001 – 2005Morgan Stanley DW Inc.Previously
Contact Jonathan
(800) 874-4770Firm headquarters in Atlanta, GA. Ask for Jonathan. 26731 S Tamiami TrailBonita Springs, FL 34134Office · 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 Truist Advisory Services at (800) 874-4770 and ask for Jonathan Shaw. Jonathan works from the Bonita Springs, FL office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does Jonathan hold?
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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