Jacob E. Mahan

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

• 08/2009 → 10/2021
  Compass Bank
  Birmingham, AL
• 05/2013 → 06/2021
  Bbva Securities Inc.
  San Antonio, TX
• 03/2010 → 06/2021
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 05/2016 → 06/2021
  Bbva Wealth Solutions Inc.
  San Antonio, TX
• 02/2022 → Present
  Pnc Investments Llc
  San Antionio, TX
• 10/2021 → 02/2022
  Pnc Bank
  San Antonio, TX

Previous Registrations

• 2016-05-06 → 2021-06-02
  Pnc Managed Account Solutions, Inc.
  San Antonio, TX
  Helotes, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-03
• S63 Uniform Securities Agent State Law Examination
  2006-09-22

Other Names

• Jacob Edward Mahan