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Jonathan David Kessler

PNC Investments

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About Jonathan David Kessler

Jonathan Kessler is a financial professional with over 8 years of experience in the industry. Jonathan is currently registered with PNC Investments as a General Securities Principal. Prior to this role, Jonathan held roles at J.P. Morgan Securities LLC and UBS Financial Services Inc. Jonathan is registered with FINRA and has passed the Series 7, Series 24 and SIE exams. Jonathan is a specialist in portfolio management for individuals and businesses, as well as selection of other advisers. Jonathan is located at the Pittsburgh, PA branch office of PNC Investments.

Firm Information

Jonathan Kessler 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 Kessler’s Registration & Firm History

PA

12/19/2018 - Present

PNC Investments (PITTSBURGH PA)

PA

10/12/2018 - 12/06/2018

PNC INVESTMENTS (PITTSBURGH PA)

NY

03/26/2013 - 07/20/2018

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NJ

10/26/2010 - 07/10/2012

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 12/20/2010

Series 24 - General Securities Principal Examination

BC

Issued 07/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan David Kessler.
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