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Brett Jackson

PNC Investments

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About Brett Jackson

Brett Jackson is a financial advisor who has been in the industry since September 2008. Brett is currently registered with PNC Investments and has been with the firm since November 2022. Prior to that, Brett worked at LPL Financial LLC, Parkland Securities, LLC, Sigma Financial Corporation, Rehmann Financial Network, LLC, and Royal Alliance Associates, Inc. Brett is also a Certified Financial Planner. Brett has experience in a variety of financial services, including portfolio management for individuals and businesses, as well as selection of other advisors. Brett has a strong track record of success and is committed to providing his clients with the highest level of service.

Firm Information

Brett Jackson is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brett Jackson’s Registration & Firm History

MI

12/09/2022 - Present

PNC Investments (PLYMOUTH MI)

MI

04/28/2021 - 12/08/2022

LPL FINANCIAL LLC (SUPERIOR TWP MI)

MI

08/28/2017 - 04/16/2021

PARKLAND SECURITIES, LLC (ANN ARBOR MI)

MI

08/28/2017 - 04/16/2021

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

MI

01/13/2017 - 11/09/2017

REHMANN FINANCIAL NETWORK, LLC (LANSING MI)

MI

07/13/2015 - 08/31/2017

ROYAL ALLIANCE ASSOCIATES, INC. (ANN ARBOR MI)

MI

01/09/2009 - 07/10/2015

PARKLAND SECURITIES, LLC (ANN ARBOR MI)

MI

10/15/2008 - 07/10/2015

SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)

MI

07/03/2008 - 08/01/2008

HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)

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Licenses & Designations

BOTH

Issued 01/30/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/11/2022

Series 4 - Registered Options Principal Examination

BC

Issued 10/03/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/24/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett Jackson.
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