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Jason Paul Batrez

Pnc Wealth Management LLC

Prattville, AL

Montgomery, AL

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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2021-08-18
  • AL RA
    APPROVED
    Since 2021-08-18

Branch Locations

1882 E Main Street, Prattville, AL 36066 • United States

7870 Vaughn Road, Montgomery, AL 36116 • 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
Bbva Securities Inc. Montgomery AL 01/2020 08/2021
Bbva Insurance Agency, Inc. Austin TX 01/2020 08/2021
Bbva Usa Birmingham AL 01/2020 08/2021
Progressive Insurance Montgomery AL 11/2019 01/2020
Unemployed Elmore AL 09/2019 11/2019
Td Ameritrade Inc Montgomery AL 02/2018 09/2019
Td Ameritrade Investment Management, Llc Montgomery AL 02/2018 09/2019
Scottrade Inc Montgomery AL 09/2013 02/2018
Scottrade Investment Management Saint Louis MO 09/2013 02/2018
Bbva Wealth Solutions, Inc. Montgomery AL 01/2020 08/2021
Pnc Investments Pittsburgh PA 08/2021 Present
  • 01/2020 → 08/2021
    Bbva Securities Inc.
    Montgomery, AL
  • 01/2020 → 08/2021
    Bbva Insurance Agency, Inc.
    Austin, TX
  • 01/2020 → 08/2021
    Bbva Usa
    Birmingham, AL
  • 11/2019 → 01/2020
    Progressive Insurance
    Montgomery, AL
  • 09/2019 → 11/2019
    Unemployed
    Elmore, AL
  • 02/2018 → 09/2019
    Td Ameritrade Inc
    Montgomery, AL
  • 02/2018 → 09/2019
    Td Ameritrade Investment Management, Llc
    Montgomery, AL
  • 09/2013 → 02/2018
    Scottrade Inc
    Montgomery, AL
  • 09/2013 → 02/2018
    Scottrade Investment Management
    Saint Louis, MO
  • 01/2020 → 08/2021
    Bbva Wealth Solutions, Inc.
    Montgomery, AL
  • 08/2021 → Present
    Pnc Investments
    Pittsburgh, PA
Previous Registrations
  • 2020-01-23 → 2021-08-17
    Pnc Managed Account Solutions, Inc.
    Montgomery, AL
    Montgomery, AL
  • 2018-02-27 → 2019-09-11
    Td Ameritrade, Inc.
    Montgomery, AL
  • 2018-02-26 → 2019-09-11
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Montgomery, AL
  • 2016-11-15 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2007-08-29 → 2007-12-18
    Morgan Stanley & Co. Llc
    Pensacola, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-27
  • S66 Uniform Combined State Law Examination
    2007-08-27
Designations
Other Names
  • Jason Paul Batrez Garcia
  • Jason Paul Batrez
  • Jason Batrez

View on SEC IAPD

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EDWARD JONES · PRATTVILLE, AL
EDWARD JONES · PRATTVILLE, AL
EDWARD JONES · PRATTVILLE, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · PRATTVILLE, AL
PFS INVESTMENTS INC. · PRATTVILLE, AL
FIRST COMMAND ADVISORY SERVICES · Prattville, AL
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STATE FARM INVESTMENT MANAGEMENT CORP. · Millbrook, AL

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