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Jonathan Barham

PNC Investments

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About Jonathan Barham

Jonathan Barham is a financial advisor currently working at PNC Investments. Jonathan has been in the financial industry since February 16, 2014. Jonathan has held previous positions at LPL Financial LLC, Comerica Securities, J.P. Morgan Securities LLC, Edward Jones, and Dean Witter Reynolds Inc.. Jonathan offers portfolio management for businesses and individuals, as well as selection of other advisors.

Firm Information

Jonathan Barham 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 Barham’s Registration & Firm History

TX

09/07/2023 - Present

PNC Investments (MCKINNEY TX)

TX

01/05/2022 - 09/08/2023

LPL FINANCIAL LLC (LAKE JACKSON TX)

TX

04/08/2020 - 01/05/2022

COMERICA SECURITIES (PLANO TX)

TX

11/07/2017 - 04/22/2020

J.P. MORGAN SECURITIES LLC (FRISCO TX)

TX

03/10/2015 - 11/07/2017

EDWARD JONES (PLANO TX)

NY

08/25/1997 - 09/14/1998

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 04/10/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/09/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/10/2015

Series 7 - General Securities Representative Examination

BC

Issued 09/24/1997

Series 31 - Futures Managed Funds Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Barham.
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