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Teresa L Jackson

PNC Investments

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About Teresa L Jackson

Teresa Jackson is a financial advisor with PNC Investments. Teresa has been a financial advisor since 2011. Teresa has a broad range of experience in the financial services industry, having worked at Morgan Stanley, WELLS FARGO CLEARING SERVICES, LLC, and PNC Investments. Teresa is registered to provide investment advice in 51 states and the District of Columbia. Teresa holds the Series 7, Series 63, Series 65, and SIE licenses. Teresa specializes in providing portfolio management services for individuals, businesses, and pooled investment vehicles. Teresa is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Teresa Jackson 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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Teresa Jackson’s Registration & Firm History

AL

03/02/2021 - Present

PNC Investments (Montgomery AL)

MD

10/27/2015 - 02/22/2021

WELLS FARGO CLEARING SERVICES, LLC (BETHESDA MD)

PA

05/01/2013 - 10/19/2015

MORGAN STANLEY (PITTSBURGH PA)

PA

03/02/2011 - 04/18/2013

PNC INVESTMENTS (SEWICKLEY PA)

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Licenses & Designations

IA

Issued 12/02/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Teresa L Jackson.
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