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Rebecca W Jacklin

PNC Capital Advisors LLC

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About Rebecca W Jacklin

Rebecca Jacklin is a financial advisor with PNC Capital Advisors LLC. Rebecca has been in the financial industry since 2004 and has worked with J.P. Morgan Securities LLC and BANC One Securities Corporation. Rebecca is registered with the state of Indiana as an Investment Advisor Representative and holds the Series 7, Series 24, Series 66 and SIE licenses. Rebecca is a Certified Financial Planner and has a strong commitment to her clients. She provides investment advice to individuals, businesses, and institutions. Rebecca is a dedicated professional with a proven track record of success.

Firm Information

Rebecca Jacklin is currently registered with PNC Capital Advisors LLC. PNC Capital Advisors LLC is an investment advisor headquartered in Baltimore, MD. They manage over $37.7 billion in assets for a variety of clients, including corporations, state and municipal government entities, insurance companies, charitable organizations, and pooled investment vehicles. They offer proprietary investment analysis services and portfolio management for businesses, individuals, and pooled investment vehicles. The firm has 31 investment adviser representatives and 23 investment advisory functions.
PNC Capital Advisors LLC

ONE EAST PRATT STREET

BALTIMORE, MD 21202

$37.70B

Assets Under Management

1

Total Clients

26

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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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.

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proprietary investment analysis services

Proprietary investment analysis services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rebecca Jacklin’s Registration & Firm History

IN

02/03/2016 - Present

PNC Capital Advisors LLC (Indianapolis IN)

OH

01/20/2016 - 12/31/2019

PNC FUNDS DISTRIBUTOR, LLC (CLEVELAND OH)

IN

10/01/2008 - 02/20/2014

J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)

IN

07/01/2006 - 10/01/2008

J.P. MORGAN SECURITIES INC. (INDIANAPOLIS IN)

IN

09/17/2002 - 07/01/2006

BANC ONE SECURITIES CORPORATION (INDIANAPOLIS IN)

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Licenses & Designations

BOTH

Issued 10/24/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/06/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebecca W Jacklin.
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