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Jason Michael Abbamonte

PNC Investments

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About Jason Michael Abbamonte

Jason Michael Abbamonte is a financial advisor who has been in the industry since 2009. Jason has been with PNC Investments since November 2022, and is registered with both FINRA and the state of Texas. Prior to his current position, Jason worked for Citizens Securities, Inc. and Charles Schwab & Co., Inc. Jason has a strong background in financial planning, portfolio management, and client service. Jason's main areas of expertise are retirement planning, investment planning, and estate planning.

Firm Information

Jason Abbamonte 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 Abbamonte’s Registration & Firm History

TX

12/02/2022 - Present

PNC Investments (DALLAS TX)

TX

07/27/2022 - 11/29/2022

CITIZENS SECURITIES, INC. (IRVING TX)

FL

11/14/2008 - 11/17/2021

CHARLES SCHWAB & CO., INC. (Fort Myers FL)

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Licenses & Designations

BOTH

Issued 06/21/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/28/2022

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/28/2022

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 06/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Michael Abbamonte. Review regulatory record here.
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