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Michael David Jones

PNC Investments

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About Michael David Jones

Michael Jones is a financial advisor with PNC Investments. Michael has been in the financial industry for over 8 years, focusing on providing clients with personalized financial advice. His expertise includes investment management for individuals and businesses, as well as portfolio management and selection of other advisors. Michael holds various licenses and certifications, including Series 6, 7, 9, 10, 63, and 66 and is also a Certified Financial Planner.

Firm Information

Michael Jones 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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Michael Jones’s Registration & Firm History

NJ

03/22/2023 - Present

PNC Investments (CHERRY HILL NJ)

FL

10/21/2016 - 09/19/2022

FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)

FL

12/23/2014 - 09/20/2016

TRANSAMERICA INVESTORS SECURITIES CORPORATION (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 04/27/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/28/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2020

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/01/2020

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2016

Series 7 - General Securities Representative Examination

BC

Issued 12/23/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael David Jones.
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