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Michael Kristopher Jones

PNC Investments

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About Michael Kristopher Jones

Michael Jones is a financial advisor with PNC Investments. Michael has over 14 years of experience in the financial services industry. Michael has a Series 6, Series 7, and Series 63 license as well as the SIE exam. Michael has been registered with the state of North Carolina since 2011 and holds a Series 65 license for the state. Michael is also registered in several other states including Florida, Georgia, Indiana, Kentucky, Missouri, New Jersey, Ohio, and South Carolina. Michael specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.

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

NC

05/01/2024 - Present

PNC Investments (Charlotte NC)

OH

12/02/2009 - 03/14/2011

THE HUNTINGTON INVESTMENT COMPANY (CLEVELAND OH)

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Licenses & Designations

IA

Issued 11/07/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/07/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2013

Series 7 - General Securities Representative Examination

BC

Issued 12/01/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Kristopher Jones. Review regulatory record here.
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