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Jonathan Barham

Pnc Wealth Management LLC

Mckinney, TX

Mckinney, TX

Mckinney, TX

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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-09-07
  • TX RA
    APPROVED
    Since 2023-09-07

Branch Locations

3630 W. University Dr, Mckinney, TX 75071 • United States

6900 Virgina Parkway, Mckinney, TX 75071 • United States

1902 West Virginia Street, Mckinney, TX 75069 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Frisco TX 01/2015 11/2017
Jp Morgan Securities, Llc Frisco TX 11/2017 04/2020
Comerica Securities Dallas TX 04/2020 01/2022
Texas Dow Employee Credit Union Garland TX 01/2022 09/2023
Lpl Financial Llc Garland TX 01/2022 09/2023
Pnc Investments Llc Mckinney TX 09/2023 Present
  • 01/2015 → 11/2017
    Edward Jones
    Frisco, TX
  • 11/2017 → 04/2020
    Jp Morgan Securities, Llc
    Frisco, TX
  • 04/2020 → 01/2022
    Comerica Securities
    Dallas, TX
  • 01/2022 → 09/2023
    Texas Dow Employee Credit Union
    Garland, TX
  • 01/2022 → 09/2023
    Lpl Financial Llc
    Garland, TX
  • 09/2023 → Present
    Pnc Investments Llc
    Mckinney, TX
Previous Registrations
  • 2022-01-05 → 2023-09-08
    Lpl Financial Llc
    Garland, TX
    Cypress, TX
    Lake Jackson, TX
    Garland, TX
    Shenandoah, TX
  • 2020-04-08 → 2022-01-05
    Comerica Securities
    Plano, TX
    Dallas, TX
  • 2017-11-07 → 2020-04-22
    J.P. Morgan Securities Llc
    Frisco, TX
    Frisco, TX
  • 2015-04-13 → 2017-11-07
    Edward Jones
    Frisco, TX
    St Louis, MO
    Frisco, TX
    Prosper, TX
    Plano, TX
    Plano, TX
    Plano, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-04-10
S63 Uniform Securities Agent State Law Examination 1997-09-09
  • S66 Uniform Combined State Law Examination
    2015-04-10
  • S63 Uniform Securities Agent State Law Examination
    1997-09-09
Other Names
  • Jon Barham
  • Jonathan Jefferies Barham

View on SEC IAPD

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