Jonathan Valdez

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

• 09/2007 → 02/2019
  Jp Morgan Chase Bank
  New York, NY
• 10/2012 → 02/2019
  J.P. Morgan Securities Llc
  New York, NY
• 02/2019 → Present
  Pnc Investments
  Pittsburgh, PA

Previous Registrations

• 2012-10-01 → 2019-02-13
  J.P. Morgan Securities Llc
  Miami, FL
  New York, NY
  Miami Gardens, FL
  Miami, FL
  Miami, FL
  New York, NY
  New York, NY
  Hialeah, FL
  Miami, FL
  Miami Gardens, FL
  Hialeah, FL
• 2011-09-12 → 2012-10-01
  Chase Investment Services Corp.
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Oakland Gardens, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2011-09-10
• S63 Uniform Securities Agent State Law Examination
  2007-10-31