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Jason Edward Armstrong

PNC Investments

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About Jason Edward Armstrong

Jason Armstrong is a financial advisor registered with PNC Investments. Jason is also registered as an investment advisor representative with the state of Ohio. Jason has been in the industry since 2012. He has experience with clients of all types including individuals, families, trusts and corporations. He also has experience with a variety of investment products including stocks, bonds, mutual funds, and ETFs. Jason is committed to providing his clients with personalized financial advice to help them reach their financial goals.

Firm Information

Jason Armstrong 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 Armstrong’s Registration & Firm History

OH

10/24/2014 - Present

PNC Investments (CLEVELAND OH)

OH

10/01/2012 - 05/02/2014

J.P. MORGAN SECURITIES LLC (CLEVELAND OH)

OH

08/14/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (CLEVELAND OH)

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Licenses & Designations

IA

Issued 01/16/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/09/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/06/2016

Series 7 - General Securities Representative Examination

BC

Issued 08/13/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Edward Armstrong. Review regulatory record here.
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