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Jeffrey Neill Glenn

PNC Investments

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About Jeffrey Neill Glenn

Jeffrey Glenn is a financial advisor at PNC Investments. He is a registered investment advisor in Texas and has been in the industry since 1998. Prior to joining PNC Investments, Jeffrey worked as a financial advisor at BBVA Securities Inc. and BBVA Compass Investment Solutions, Inc. He holds the Series 6, 7, 63, and 65 securities licenses, as well as the SIE exam. Jeffrey has a history of serving individuals, high net worth individuals, corporations, and non-profits. He also provides services for pension and profit-sharing plans. He specializes in investment management, financial planning, and selection of other advisors.

Firm Information

Jeffrey Glenn 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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Jeffrey Glenn’s Registration & Firm History

TX

08/19/2021 - Present

PNC Investments (KERRVILLE TX)

TX

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (KERRVILLE TX)

TX

01/06/2004 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (SAN ANTONIO TX)

IL

06/06/2003 - 01/02/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

TX

09/01/1998 - 02/01/2002

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 01/19/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2015

Series 7 - General Securities Representative Examination

BC

Issued 08/31/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Jeffrey Neill Glenn. Review regulatory record here.
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