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Jason Thomas Wilkes

Pnc Wealth Management LLC

Birmingham, 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 2021-09-28
  • AL RA
    APPROVED
    Since 2021-09-28

Branch Locations

1819 5Th Ave N, Birmingham, AL 35203 • 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
Scottrade, Inc. Hoover AL 09/2004 03/2018
Bbva Securities Inc. Birmingham AL 07/2018 09/2021
Compass Bank Birmingham AL 06/2018 09/2021
Regions Investment Solutions Hoover AL 04/2018 06/2018
Bbva Wealth Solutions Inc. Birmingham AL 07/2018 09/2021
Pnc Investments Birmingham AL 09/2021 Present
  • 09/2004 → 03/2018
    Scottrade, Inc.
    Hoover, AL
  • 07/2018 → 09/2021
    Bbva Securities Inc.
    Birmingham, AL
  • 06/2018 → 09/2021
    Compass Bank
    Birmingham, AL
  • 04/2018 → 06/2018
    Regions Investment Solutions
    Hoover, AL
  • 07/2018 → 09/2021
    Bbva Wealth Solutions Inc.
    Birmingham, AL
  • 09/2021 → Present
    Pnc Investments
    Birmingham, AL
Previous Registrations
  • 2018-07-11 → 2021-09-15
    Pnc Managed Account Solutions, Inc.
    Birmingham, AL
  • 2018-04-09 → 2018-06-06
    Cetera Investment Advisers Llc
    Birmingham, AL
  • 2017-02-13 → 2018-03-08
    Scottrade Investment Management
    Saint Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-13
S63 Uniform Securities Agent State Law Examination 2005-03-10
  • S66 Uniform Combined State Law Examination
    2017-02-13
  • S63 Uniform Securities Agent State Law Examination
    2005-03-10
Other Names
  • Jason T Wilkes
  • Jason Thomas Wilkes
  • Jason Wilkes

View on SEC IAPD

Other Firms

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PFS INVESTMENTS INC.
PMD ADVISORY
CETERA INVESTMENT ADVISERS LLC
NFSG CORPORATION
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
USA FINANCIAL SECURITIES LLC

Other Investors

THOMAS MICHAEL NOON
Susan Hunter Koski
Luke Banks
David Mathews
MARILYN ANN EDDINGS
JAMES IRA MCCORMICK
MELANIE SHIRLEY DICKINSON
BRENNA ROSE PRITCHETT

Other Offices

THRIVENT INVESTMENT MANAGEMENT INC. · BIRMINGHAM, AL
PFS INVESTMENTS INC. · HOOVER, AL
PMD ADVISORY · HOOVER, AL
CETERA INVESTMENT ADVISERS LLC · BIRMINGHAM, AL
CETERA INVESTMENT ADVISERS LLC · HOOVER, AL
NFSG CORPORATION · HOOVER, AL
STATE FARM INVESTMENT MANAGEMENT CORP. · Hoover, AL
PFS INVESTMENTS INC. · HOOVER, AL

More in Birmingham, AL

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