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Jonathan Andrew Daniels

PNC Investments

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About Jonathan Andrew Daniels

Jonathan Daniels is an investment advisor representative. Jonathan has been in the industry since 2015 and has been affiliated with PNC Investments since 2017. Jonathan is registered to provide investment advisory services in California, District of Columbia, Florida, Indiana, Kentucky, North Carolina, Ohio, Tennessee, Texas, Virginia and Wisconsin. Jonathan has passed the Series 6, Series 7, Series 63 and Series 66 exams. Jonathan is experienced in working with individuals, corporations and pension and profit sharing plans.

Firm Information

Jonathan Daniels 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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Jonathan Daniels’s Registration & Firm History

KY

01/25/2017 - Present

PNC Investments (Richmond KY)

KY

10/22/2015 - 01/10/2017

MSI FINANCIAL SERVICES, INC. (LEXINGTON KY)

KY

02/02/2015 - 09/24/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LEXINGTON KY)

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Licenses & Designations

BOTH

Issued 01/12/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/23/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2015

Series 7 - General Securities Representative Examination

BC

Issued 02/02/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Andrew Daniels.
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