Jennifer Kimball Lewis

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2000 → 03/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Toms River, NJ
• 09/2017 → 12/2017
  Lpl Financial
  Fort Mill, SC
• 01/2018 → Present
  Pnc Investments
  Charlotte, NC
• 03/2017 → 09/2017
  Unemployed
  Mount Holly, NC

Previous Registrations

• 2005-06-23 → 2017-03-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Toms River, NJ
  Charlotte, NC
  Toms River, NJ

Exams

• S66 Uniform Combined State Law Examination
  2005-06-22

Other Names

• Jennifer Kimball
• Jennifer Lewis
• Jennifer Leigh Lewis
• Jennifer Kimball Morettie