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Jeffrey Allen Reed

Pnc Wealth Management LLC

Cherry Hill, NJ

CRD 1790062

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Employer firm

Pnc Wealth Management LLC CRD 129052

$30.3B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2007-12-18
  • NJ RA
    APPROVED
    Since 2007-12-18

Branch Locations

200 Lake Drive East 3Rd Floor, Cherry Hill, NJ 08002 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Pnc Investments Deptford NJ 11/2007 Present
  • 11/2007 → Present
    Pnc Investments
    Deptford, NJ
Previous Registrations
  • 2006-09-18 → 2007-11-26
    Cetera Investment Services Llc
    Cherry Hill, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-05
S63 Uniform Securities Agent State Law Examination 1997-02-20
  • S65 Uniform Investment Adviser Law Examination
    2006-09-05
  • S63 Uniform Securities Agent State Law Examination
    1997-02-20
Other Names
  • Jeff Reed
  • Jeff Allen Reed

View on SEC IAPD

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