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Jacob E. Mahan

PNC Investments

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About Jacob E. Mahan

Jacob Mahan has been in the financial services industry since 2006. He has worked for several companies, including BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, Guaranty Brokerage Services, Inc., and InterSecurities, Inc., before joining PNC Investments in 2022. Jacob specializes in portfolio management for individuals and businesses. Jacob is registered to provide investment advice in 33 states and the District of Columbia. Jacob is also registered as an investment advisor representative in Texas.

Firm Information

Jacob Mahan 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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Jacob Mahan’s Registration & Firm History

TX

03/04/2022 - Present

PNC Investments (Austin TX)

TX

05/16/2013 - 06/02/2021

BBVA SECURITIES INC. (HELOTES TX)

TX

03/03/2010 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)

TX

05/03/2007 - 12/23/2009

GUARANTY BROKERAGE SERVICES, INC. (SAN ANTONIO TX)

TX

09/13/2006 - 02/06/2007

INTERSECURITIES, INC. (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 05/03/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2013

Series 7 - General Securities Representative Examination

BC

Issued 09/12/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob E. Mahan.
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