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Jason Edward Domer

Pnc Wealth Management LLC

Cranberry Twp, PA

Pittsburgh, PA

CRD 6616569

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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
PA RA APPROVED 2020-02-24
  • PA RA
    APPROVED
    Since 2020-02-24

Branch Locations

Cranberry Twp, PA • United States

249 Fifth Avenue Floor 29, Pittsburgh, PA 15222 • 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
Waddell & Reed Pittsburgh PA 03/2016 12/2019
Citizens Bank Monroeville PA 01/2020 01/2020
Pnc Investments Pittsburgh PA 02/2020 Present
  • 03/2016 → 12/2019
    Waddell & Reed
    Pittsburgh, PA
  • 01/2020 → 01/2020
    Citizens Bank
    Monroeville, PA
  • 02/2020 → Present
    Pnc Investments
    Pittsburgh, PA
Previous Registrations
  • 2016-09-14 → 2019-12-31
    Waddell & Reed
    Pittsburgh, PA
    Hamden, CT
    Pittsburgh, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-14
S63 Uniform Securities Agent State Law Examination 2016-06-17
  • S65 Uniform Investment Adviser Law Examination
    2016-09-14
  • S63 Uniform Securities Agent State Law Examination
    2016-06-17

View on SEC IAPD

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