Jason Lambrix

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

• 08/2002 → 05/2022
  Cuna Mutual Group
  Waverly, IA
• 08/2002 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 05/2022 → 01/2025
  Lpl Financial Llc
  Brownstown Twp, MI
• 01/2025 → Present
  Pnc Investments
  Brownstown Twp, MI

Previous Registrations

• 2022-05-18 → 2025-01-28
  Lpl Financial Llc
  Brownstown Charter Twp, MI
• 2014-02-05 → 2022-05-18
  Cuna Brokerage Services, Inc.
  Marysville, OH
  Woodhaven, MI
  Brownstown Twp, MI
  Sylvania, OH
  Oregon, OH
  Warren, OH
  Erie, PA
  Butler, PA
  Lower Burrell, PA
  Moon Township, PA
  Louisville, KY
  Louisville, KY
  Lexington, KY
  Saginaw, MI
  Sault Ste Marie, MI
  Parchment, MI
  Marquette, MI
  Kalamazoo, MI
  Pontiac, MI
  Whitehall, MI
  Freemont, MI
  Grand Rapids, MI
  Lansing, MI
  Escanaba, MI
  Wells, MI
  Ferndale, MI
  Dayton, OH
  Ishpeming, MI
  Ann Arbor, MI
  St. Joseph, MI
  Livonia, MI
  Pittsburgh, PA
  Columbus, OH
  Ann Arbor, MI
  Maumee, OH
  Allen Park, MI
  Midland, MI
  Plymouth, MI
  Columbus, OH
  Maumee, OH
  Lexington, KY
  Erie, PA
  Marion, OH
  Frankfort, KY
  Springfield, OH
  Groveport, OH
  Toledo, OH
  Athens, OH
  Lansing, MI
  Battle Creek, MI
  Lansing, MI
  Romulus, MI
  Pittsburgh, PA
  Charleston, WV
  Sanduskhy, MI
  Saginaw, MI
  Elkton, MI
  Caro, MI
  Saginaw, MI
  Athens, OH
  Toledo, OH
  Frankenmuth, MI
  Traverse City, MI
  Grand Rapids, MI
  Boardman, OH
  Midland, MI
  Detroit, MI
  Gaylord, MI
  Clarkston, MI
  Okemos, MI
  Dayville, CT
  Grand Haven, MI

Exams

• S66 Uniform Combined State Law Examination
  2014-02-03
• S65 Uniform Investment Adviser Law Examination
  2001-05-21
• S63 Uniform Securities Agent State Law Examination
  1999-04-09

Other Names

• Jason A Lambrix
• Jason Andrew Lambrix