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Jonathan Valdez

PNC Investments

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About Jonathan Valdez

Jonathan Valdez is a registered representative with PNC Investments. Jonathan has been in the financial services industry since October 2007 and has a strong background in securities and investments. Jonathan is registered in multiple states and holds several professional licenses and certifications, including Series 6, 7, 63, and 66. Jonathan's areas of expertise include portfolio management, financial planning, and retirement planning. He is committed to providing personalized financial guidance to individuals and families. Jonathan is a dedicated professional who is passionate about helping his clients achieve their financial goals.

Firm Information

Jonathan Valdez 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 Valdez’s Registration & Firm History

FL

02/15/2019 - Present

PNC Investments (TAMPA FL)

FL

10/01/2012 - 02/13/2019

J.P. MORGAN SECURITIES LLC (MIAMI FL)

NY

10/15/2007 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/10/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/31/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2011

Series 7 - General Securities Representative Examination

BC

Issued 10/11/2007

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 Valdez.
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