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Jason Nelson

Pnc Wealth Management LLC

Gilbert, AZ

Gilbert, AZ

Mesa, AZ

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Current Employers
Pnc Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-10-28
  • AZ RA
    APPROVED
    Since 2024-10-28

Branch Locations

630 South Gilbert Road, Gilbert, AZ 85296 • United States

5115 East Baseline Road, Gilbert, AZ 85234 • United States

10923 East Baseline Road, Mesa, AZ 85209 • 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
The Vanguard Group, Inc. Scottsdale AZ 01/2020 04/2021
Cvs Pharmacy Scottsdale AZ 07/2016 01/2020
Edward Jones St Louis MO 04/2021 10/2024
Pnc Investments Mesa AZ 10/2024 Present
  • 01/2020 → 04/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 07/2016 → 01/2020
    Cvs Pharmacy
    Scottsdale, AZ
  • 04/2021 → 10/2024
    Edward Jones
    St Louis, MO
  • 10/2024 → Present
    Pnc Investments
    Mesa, AZ
Previous Registrations
  • 2021-06-03 → 2024-10-11
    Edward Jones
    Queen Creek, AZ
    St. Louis, MO
    Mesa, AZ
    Gilbert, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-14
S63 Uniform Securities Agent State Law Examination 2020-07-21
  • S66 Uniform Combined State Law Examination
    2021-05-14
  • S63 Uniform Securities Agent State Law Examination
    2020-07-21
Other Names
  • Jason Allen Nelson
  • Jason Nelson

View on SEC IAPD

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