Ricardo Cortes Avalos

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

• 10/2016 → 09/2022
  Wells Fargo Bank, Na
  Dover, DE
• 01/2022 → 09/2022
  Wells Fargo Clearing Services, Llc
  Dover, DE
• 02/2014 → 09/2016
  Ca Trucking Llc
  Laurel, DE
• 09/2022 → 03/2025
  Jp Morgan Chase Bank, N.A.
  Wilmington, DE
• 09/2022 → 03/2025
  Jp Morgan Securities, Llc
  Wilmington, DE
• 03/2025 → Present
  Pnc Investments Llc
  Rehoboth, DE

Previous Registrations

• 2022-09-21 → 2025-03-16
  J.P. Morgan Securities Llc
  Newark, DE
  Wilmington, DE
  Middletown, DE
  Rehoboth Beach, DE
• 2022-04-23 → 2022-09-12
  Wells Fargo Clearing Services, Llc
  Radnor, PA
  Dover, DE

Exams

• S66 Uniform Combined State Law Examination
  2022-04-22

Other Names

• Ricardo Cortes Avalos
• Ricardo Cortes
• Ricardo Cortes-Avalos
• Ricardo C Avalos
• Ricardo De Jesus Cortes Avalos
• Ricardo Cortesavalos