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Jason D. Pals

Pnc Wealth Management LLC

Owens Cross Roads, AL

Charlotte, NC

CRD 7665377

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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
AL RA APPROVED 2025-11-10
  • AL RA
    APPROVED
    Since 2025-11-10

Branch Locations

Owens Cross Roads, AL • United States

2000 Randolph Road, Charlotte, NC 28207 • 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 Llc Bloomington IL 11/2022 Present
Pnc Bank Bloomington IL 04/2003 08/2023
  • 11/2022 → Present
    Pnc Investments Llc
    Bloomington, IL
  • 04/2003 → 08/2023
    Pnc Bank
    Bloomington, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-13
  • S66 Uniform Combined State Law Examination
    2023-01-13

View on SEC IAPD

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