Alexander Jacobs

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

• 07/2013 → 11/2016
  Wells Fargo Advisors
  San Rafael, CA
• 11/2016 → 11/2024
  Wells Fargo Clearing Services, Llc
  San Rafael, CA
• 11/2024 → 10/2025
  Truist Investment Services, Inc
  Stafford, VA
• 11/2024 → 10/2025
  Truist Investment Services, Inc
  Stafford, VA
• 10/2025 → Present
  Pnc Wealth Management
  Palm Beach Gardens, FL

Previous Registrations

• 2024-11-14 → 2025-10-27
  Truist Advisory Services, Inc.
  Stafford, VA
• 2013-07-12 → 2024-11-19
  Wells Fargo Clearing Services, Llc
  Oakland, CA
  Walnut Creek, CA
  Corte Madera, CA
  Walnut Creek, CA
  Corte Madera, CA
  Corte Madera, CA
  Boca Raton, FL
  Boca Raton, FL
  Mclean, VA
  Springfield, VA
• 2011-06-02 → 2012-10-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Santa Rosa, CA

Exams

• S66 Uniform Combined State Law Examination
  2011-06-01
• S63 Uniform Securities Agent State Law Examination
  1997-08-28

Other Names

• Alexander Jacobs
• Alex Jacobs