Columbia, SC Main Street Office

Team
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Synovus Securities, Inc.

Multi-team

Firm-wide stats for Synovus Securities, Inc.

Total advisors

170

Across 15 offices

Clients per advisor

70 High

Avg AUM per client

$637,019 Typical

HNW client ratio

16% Typical

About

Synovus Securities, Inc. serves a broad client base that includes individual and high‑net‑worth investors as well as institutional clients such as banks, pension plans, corporations, trusts, estates and charitable organizations. The firm offers both investment advisory and brokerage services — including separately managed accounts, mutual fund/ETF model portfolios, unified managed accounts, financial planning, variable insurance contract advice, and access to alternative investments through its managed account programs.

The firm delivers portfolio management through a mix of discretionary and non‑discretionary programs on the Envestnet platform, using a client risk‑tolerance questionnaire to guide asset allocation and manager selection and applying internal and Envestnet due‑diligence processes to evaluate managers. SSI also refers clients to outside money managers, provides educational services for ERISA plans, and makes certain alternative and private offerings available only to accredited or otherwise qualified investors.

Noteworthy distinctions include its affiliation with Pinnacle Financial Partners (effective January 1, 2026) and related access to Pinnacle Bank and Synovus Trust Company, which enable a bank sweep program and occasional custody referrals; these relationships create additional revenue streams and potential conflicts that are disclosed in the brochure. The firm operates as a dually‑registered broker‑dealer and insurance licensee — retaining the ability to execute commission business and sell insurance and variable products — and has a recent FINRA disciplinary disposition (an Acceptance, Waiver and Consent related to supervisory failures, resulting in a fine) disclosed in Item 9 of its brochure.

Based on Synovus Securities, Inc.

Expertise

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies

Based on Synovus Securities, Inc.

Occupation focus

Founder/Business Owner Retired

Based on Synovus Securities, Inc.

Location

1221 Main Street

Columbia SC 29201

Advisors at this office

4

Advisors at this office

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Boyd J

Series 66

Columbia, SC

Synovus Securities, Inc.

Boyd Jones is a financial advisor with Synovus Securities, Inc. in Columbia, SC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Synovus Securities since 2002 and was previously employed by Synovus Bank from 1991 to 2026. Synovus Securities, Inc. serves a diverse client base including individual and high-net-worth investors as well as institutional clients. The firm offers investment advisory and brokerage services with a range of portfolio management programs using the Envestnet platform and provides access to alternative investments and educational services for ERISA plans.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar

Jeffrey M

Series 66

Columbia, SC

Synovus Securities, Inc.

Jeffrey Muthig is a financial advisor with Synovus Securities, Inc. in Columbia, SC, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Synovus Securities since 2015, with concurrent roles at Synovus bank and most recently at Pinnacle Bank since 2026. Outside of his advisory work, he assists with expense management for Muthig Environmental, an environmental consulting business. Synovus Securities serves a diverse client base including individual, high-net-worth, and institutional investors, offering both advisory and brokerage services with a range of portfolio management programs on the Envestnet platform.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar

Katherine M

Series 66

Columbia, SC

Synovus Securities, Inc.

Katherine Mcgranahan is a financial advisor at Synovus Securities, Inc. with three years of industry experience and a Series 66 license. Her background includes roles at Pinnacle Bank, Synovus Securities, Synovus Bank, and Regions Bank. She serves as Treasurer and a non-voting member of the investment advisory board for the Junior League of Columbia, Inc., a nonprofit organization. Synovus Securities, Inc. serves individual, high-net-worth, and institutional clients by offering investment advisory and brokerage services, including separately managed accounts, model portfolios, and financial planning. The firm uses a risk-tolerance questionnaire and comprehensive due diligence to guide portfolio management through discretionary and non-discretionary programs on the Envestnet platform.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
user avatar

Jennifer B

Series 66

Columbia, SC

Synovus Securities, Inc.

Jennifer Blackhurst is a financial advisor at Synovus Securities, Inc. based in Columbia, SC, holding a Series 66 designation with 10 years of industry experience. Her work history includes positions at Pinnacle Bank since 2026 and Synovus Securities since 2015, along with nearly two decades at Synovus Bank. Synovus Securities serves individual, high-net-worth, and institutional clients, offering both advisory and brokerage services through a variety of investment programs on the Envestnet platform. The firm is affiliated with Pinnacle Financial Partners and provides access to bank sweep programs, alternative investments, and educational services for ERISA plans.

Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Wealth management Retirement withdrawal strategies Founder/Business Owner Retired
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