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Robert James Jones

PNC Investments

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About Robert James Jones

Robert Jones has been in the financial services industry since February 13, 2017. Robert is currently registered as a registered representative with PNC Investments, a firm with offices in Cape May Courthouse, North Cape May, and North Wildwood, New Jersey. Robert is also a registered investment advisor representative in New Jersey. Prior to joining PNC Investments, Robert was employed with Wells Fargo Clearing Services, LLC in Linwood, New Jersey. Robert holds the Series 66, Series 7, and the SIE licenses. Robert has a wide range of experience with clients including individuals, businesses, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Robert 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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Robert Jones’s Registration & Firm History

NJ

07/15/2021 - Present

PNC Investments (CAPE MAY COURTHOUSE NJ)

NJ

02/14/2017 - 07/26/2021

WELLS FARGO CLEARING SERVICES, LLC (LINWOOD NJ)

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Licenses & Designations

BOTH

Issued 05/08/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert James Jones. Review regulatory record here.
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