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Jason Thomas Wilkes

PNC Investments

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About Jason Thomas Wilkes

Jason Wilkes is a registered investment advisor with PNC Investments. Jason has been working in the financial services industry since May 2005. Jason is a licensed securities professional in the state of Alabama. The firm is a large and well-established investment advisor, with offices throughout the United States. They offer a variety of services, including investment management for individuals, businesses, and pooled investment vehicles. They also offer financial planning and selection of other advisers.

Firm Information

Jason Wilkes 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 Wilkes’s Registration & Firm History

AL

09/28/2021 - Present

PNC Investments (BIRMINGHAM AL)

AL

07/11/2018 - 09/15/2021

BBVA SECURITIES INC. (BIRMINGHAM AL)

AL

04/09/2018 - 06/06/2018

CETERA INVESTMENT SERVICES LLC (BIRMINGHAM AL)

AL

02/23/2005 - 03/08/2018

SCOTTRADE, INC. (HOOVER AL)

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Licenses & Designations

BOTH

Issued 02/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/03/2021

Series 4 - Registered Options Principal Examination

BC

Issued 01/19/2021

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/16/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Thomas Wilkes.
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