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Jason Paul Batrez

PNC Investments

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About Jason Paul Batrez

Jason Batrez is a financial advisor with PNC Investments. Jason has been in the financial industry since 2009. Jason is registered to offer investment advisory services in Alabama, Florida, and Georgia. Jason is also a Certified Financial Planner.

Firm Information

Jason Batrez 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 Batrez’s Registration & Firm History

AL

08/18/2021 - Present

PNC Investments (PRATTVILLE AL)

AL

01/23/2020 - 08/16/2021

BBVA SECURITIES INC. (MONTGOMERY AL)

AL

02/26/2018 - 09/11/2019

TD AMERITRADE, INC. (MONTGOMERY AL)

AL

09/27/2013 - 02/26/2018

SCOTTRADE, INC. (MONTGOMERY AL)

AL

08/08/2012 - 09/13/2013

FARMERS FINANCIAL SOLUTIONS, LLC (PRATTVILLE AL)

AL

05/20/2008 - 12/08/2010

NYLIFE SECURITIES LLC (MONTGOMERY AL)

FL

07/02/2007 - 12/18/2007

MORGAN STANLEY & CO., INCORPORATED (PENSACOLA FL)

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Licenses & Designations

BOTH

Issued 08/27/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/06/2015

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/14/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/2007

Series 31 - Futures Managed Funds Examination

BC

Issued 06/29/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Paul Batrez.
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