Jason Douglas Mccarthy

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

• 04/2015 → 01/2020
  Bbtis
  Austin, TX
• 01/2018 → 01/2020
  Bb&T Securities, Llc
  Austin, TX
• 11/2019 → 05/2021
  Bbva Usa, Inc.
  Birmingham, AL
• 01/2020 → 05/2021
  Bbva Securities Inc.
  Austin, TX
• 01/2020 → 05/2021
  Bbva Insurance Agency, Inc
  Austin, TX
• 01/2020 → 05/2021
  Bbva Wealth Solutions, Inc.
  Austin, TX
• 05/2021 → Present
  Pnc Investments
  Austin, TX

Previous Registrations

• 2020-01-17 → 2021-06-01
  Pnc Managed Account Solutions, Inc.
  Austin, TX
• 2018-01-02 → 2020-01-17
  Bb&T Securities, Llc
  Austin, TX
  Charlotte, NC
• 2015-04-06 → 2018-01-02
  Bb&T Investment Services, Inc.
  Austin, TX
  Charlotte, NC
  Austin, TX
• 2015-01-21 → 2015-04-02
  Cuso Financial Services, L.P.
  Austin, TX
• 2010-11-04 → 2015-01-15
  Pnc Managed Account Solutions, Inc.
  Sugarland, TX
  Austin, TX
• 2009-05-02 → 2009-10-14
  Chase Investment Services Corp.
  Orlando, FL
  Orlando, FL
  Longwood, FL
• 2009-04-30 → 2009-05-02
  Wamu Investments, Inc.
  Orlando, FL
• 2007-04-09 → 2008-02-28
  Wamu Investments, Inc.
  Cave Creek, AZ
  Scottsdale, AZ
  Peoria, AZ
  Phoenix, AZ
  Surprise, AZ
  Glendale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Glendale, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Glendale, AZ
  Glendale, AZ
  Glendale, AZ
  Glendale, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Avondale, AZ
  Peoria, AZ
  Avondale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Glendale, AZ
  Glendale, AZ
  Phoenix, AZ
  Peoria, AZ
  Phoenix, AZ
  Scottsdale, AZ
• 2005-07-06 → 2007-04-11
  Chase Investment Services Corp.
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Cave Creek, AZ
  Scottsdale, AZ
  Carefree, AZ
  Cave Creek, AZ
  Fountain Hills, AZ
  Fountain Hills, AZ
  Glendale, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Glendale, AZ
  Glendale, AZ
  Glendale, AZ
  Glendale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Scottsdale, AZ
• 2001-02-05 → 2005-07-06
  Banc One Securities Corporation
  Sun City West, AZ

Exams

• S66 Uniform Combined State Law Examination
  2000-09-01

Other Names

• Jason Douglas Mccarthy
• Jason Douglas Mccarthy
• Jason D. Mccarthy
• Jason Mccarthy