Jonathan E. Bjoring, AIF®

Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.

8200 Greensboro Dr

10th Floor,

Mc Lean, VA 22102-3579

Jonathan.Bjoring@Truist.com

About me

Background

Jonathan Bjoring is a Managing Director and a Financial Advisor with Truist Investment Services, Inc., offering clients more than 20 years of financial services, retirement planning, and investment management experience. He focuses on a small group of clients allowing him to be accessible, available, and able to thoughtfully provide timely, tailored, and custom advice to each client. He also enjoys the creative thinking aspect of his profession and actively invites his clients to participate.

He focuses on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. He follows a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance. He also consults on risk management, retirement planning, and other critical financial strategies.

Investment Advisor Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor Degree

College of Business at Florida State University 1994 1998

Personal Interests

Jonathan grew up in a military family, living around the country and the world. He is a graduate of the Florida State University, College of Business. His personal interests include traveling to the Caribbean (St. John), scuba diving and snorkeling, boating, hiking, playing with the kids, trying new food, cooking, and being outdoors. He also enjoys coaching kids sports.

Specialties

Financial planning

Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

Investment management

Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Investment planning

Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more