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Jarrod Robert Leisure

Pnc Wealth Management LLC

Plano, TX

CRD 2935576

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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
TX RA APPROVED 2021-08-19
  • TX RA
    APPROVED
    Since 2021-08-19

Branch Locations

5201 West Park Boulevard, Plano, TX 75093 • United States

Disclosures

2 disclosure categories 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 Yes
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Compass Bank Birmingham AL 07/2014 08/2021
Bbva Securities Inc. Dallas TX 07/2014 08/2021
Bbva Wealth Solutions Inc. Dallas TX 07/2014 08/2021
Bbva Compass Insurance Agency, Inc. Austin TX 09/2014 08/2021
Pnc Investments Dallas TX 08/2021 Present
  • 07/2014 → 08/2021
    Compass Bank
    Birmingham, AL
  • 07/2014 → 08/2021
    Bbva Securities Inc.
    Dallas, TX
  • 07/2014 → 08/2021
    Bbva Wealth Solutions Inc.
    Dallas, TX
  • 09/2014 → 08/2021
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 08/2021 → Present
    Pnc Investments
    Dallas, TX
Previous Registrations
  • 2014-07-22 → 2021-08-17
    Pnc Managed Account Solutions, Inc.
    Dallas, TX
    Dallas, TX
  • 1998-09-28 → 2012-11-08
    Waddell & Reed
    Lisle, IL
    Sterling, IL
    Davenport, IA
    Eureka, IL
    Eureka, IL
    Vinton, IA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-05-20
S65 Uniform Investment Adviser Law Examination 1998-09-14
S63 Uniform Securities Agent State Law Examination 1997-09-16
  • S66 Uniform Combined State Law Examination
    2004-05-20
  • S65 Uniform Investment Adviser Law Examination
    1998-09-14
  • S63 Uniform Securities Agent State Law Examination
    1997-09-16
Designations
  • Chartered Financial Consultant
Other Names
  • Jarrod Leisure

View on SEC IAPD

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