Unclaimed Profile

Jonathan David Kaufman

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

SIE, Series 7, Series 24, Series 53, Series 63, Series 65Clean record23 years registeredSYNOVUS TRUST COMPANY, N.A.

3400 OVERTON PARK DRIVE, ATLANTA, GA 30339CRD# 2750652Firm CRD# 168405

Profile Verification

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

Identity

Jonathan David Kaufman · ATLANTA, GA

Registration

CRD #2750652 · SYNOVUS TRUST COMPANY, N.A. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

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

GLOBALT INVESTMENTS

Feb 2017 – Mar 2020

ATLANTA, GA

GLOBALT INVESTMENTS

Aug 2013 – Feb 2017

ATLANTA, GA

SYNOVUS SECURITIES, INC.

Dec 2010 – Feb 2017

ATLANTA, GA

GLOBALT INC

May 2006 – Aug 2013

ATLANTA, GA

CREATIVE FINANCIAL GROUP LTD

Apr 2003 – Dec 2010

ATLANTA, GA

SYNOVUS SECURITIES, INC.

Apr 2003 – May 2007

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · April 30, 2003

Years registered · 23

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

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Frequently Asked Questions

What services does Jonathan David Kaufman offer?

Jonathan David Kaufman specializes in Investment Management, Wealth Management.

What are Jonathan David Kaufman's credentials?

Jonathan David Kaufman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan David Kaufman located?

Jonathan David Kaufman is based in ATLANTA, Georgia, last registered with SYNOVUS TRUST COMPANY, N.A..

How does Jonathan David Kaufman charge for services?

Jonathan David Kaufman'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.

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