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Jason Alan Fowkes

PNC Investments

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About Jason Alan Fowkes

Jason Fowkes is a financial professional with over 15 years of experience in the industry. Jason currently works at PNC Investments as a Registered Representative. Before that, Jason worked for Citizens Securities, Inc. and Fifth Third Securities, Inc. Jason holds a Series 6, 7, 63, and 66 licenses and the SIE exam. Jason is registered with the following states: Delaware, Florida, Kentucky, Maryland, New York, Ohio, Pennsylvania (both BC and IA), Utah and Virginia. Jason has experience working with a wide variety of clients including high net worth individuals, corporations and other businesses, individuals other than high net worth, and charitable organizations.

Firm Information

Jason Fowkes 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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Jason Fowkes’s Registration & Firm History

PA

12/15/2017 - Present

PNC Investments (PITTSBURGH PA)

PA

02/20/2013 - 12/01/2017

CITIZENS SECURITIES, INC. (PITTSBURGH PA)

PA

02/13/2006 - 02/08/2013

FIFTH THIRD SECURITIES, INC. (WEXFORD PA)

OH

07/23/2004 - 09/20/2004

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 11/13/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/31/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2012

Series 7 - General Securities Representative Examination

BC

Issued 07/22/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Alan Fowkes.
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