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Jason M Daniels

Pnc Wealth Management LLC

Royal Palm Beach, FL

Loxahatchee, FL

CRD 5833475

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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
FL RA APPROVED 2011-08-30
  • FL RA
    APPROVED
    Since 2011-08-30

Branch Locations

10031 Fox Trail Road South, Royal Palm Beach, FL 33411 • United States

7020 Seminole Pratt Whitney Road, Loxahatchee, FL 33470 • 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
Pnc Investments Pittsburgh PA 01/2012 Present
  • 01/2012 → Present
    Pnc Investments
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-26
  • S66 Uniform Combined State Law Examination
    2011-08-26
Other Names
  • Jason Daniels

View on SEC IAPD

Nearby Firms

DAVIS PRIVATE WEALTH, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

Nathan Amos
JOSHUA STEPHEN DAVIS
GARY EDWARD HENDERSON

Nearby Offices

DAVIS PRIVATE WEALTH, LLC · ROYAL PALM BEACH, FL
LPL FINANCIAL LLC · ROYAL PALM BEACH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WELLINGTON, FL

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