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Jason Nelson

PNC Investments

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About Jason Nelson

Jason Nelson is a financial advisor with PNC Investments. Jason has been in the industry since July 2020 and has a combined 11 years of experience. Jason specializes in providing financial advice to individuals, businesses, high-net-worth individuals, and pension and profit-sharing plans. Jason's expertise includes portfolio management for both individuals and businesses. Jason holds Series 7TO, SIE, 63 and 66 licenses and is registered in Arizona, California, Colorado, Michigan, New York, North Carolina, Texas, Washington, and West Virginia.

Firm Information

Jason Nelson 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 Nelson’s Registration & Firm History

AZ

10/28/2024 - Present

PNC Investments (GILBERT AZ)

AZ

07/10/2020 - 04/26/2021

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BOTH

Issued 05/14/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/21/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/05/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jason Nelson.
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