Unclaimed Profile

Jeffery Barton Singleton

SYNOVUS TRUST COMPANY, N.A.·ATLANTA, Georgia

SIE, Series 7, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 79TO, Series 99TOClean record18 years registeredSYNOVUS TRUST COMPANY, N.A.

3400 OVERTON PARK DRIVE, ATLANTA, GA 30339CRD# 2122679Firm CRD# 168405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffery Barton Singleton · ATLANTA, GA

Registration

CRD #2122679 · SYNOVUS TRUST COMPANY, N.A. · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SYNOVUS TRUST COMPANY, N.A.

SYNOVUS SECURITIES, INC.

Aug 2007 – Aug 2023

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · August 29, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYNOVUS TRUST COMPANY, N.A.

CRD 168405 · SEC 801-78344

AUM

$2.5B

Regulatory assets under management

Employees

4,225 client accounts

Services offered by SYNOVUS TRUST COMPANY, N.A.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SYNOVUS TRUST COMPANY, N.A. →

Introduction

Speak with Jeffery

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeffery is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ATLANTA?

Browse all registered financial advisors in ATLANTA, Georgia or claim this profile if it's yours.

Browse ATLANTA Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeffery Barton Singleton offer?

Jeffery Barton Singleton specializes in Investment Management, Wealth Management.

What are Jeffery Barton Singleton's credentials?

Jeffery Barton Singleton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffery Barton Singleton located?

Jeffery Barton Singleton is based in ATLANTA, Georgia, last registered with SYNOVUS TRUST COMPANY, N.A..

How does Jeffery Barton Singleton charge for services?

Jeffery Barton Singleton's firm is compensated through percentage of aum, subscription fees, other: pct of model portfolio fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYNOVUS TRUST COMPANY, N.A.?

SYNOVUS TRUST COMPANY, N.A. has approximately 21 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →