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Jordan Greenlee

Pnc Wealth Management LLC

Bloomington, IL

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Current Employers
Pnc Wealth Management Llc

300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-04-07
  • IL RA
    APPROVED
    Since 2021-04-07

Branch Locations

202 East Washington Street, Bloomington, IL 61701 • 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
West Point Indianapolis IN 12/2016 03/2017
Eastern Illinois University Charleston IL 08/2015 05/2017
Axa Advisors, Llc New York NY 06/2017 06/2020
Equitable Advisors, Llc New York NY 06/2017 04/2021
Pnc Investments Pittsburgh PA 04/2021 Present
  • 12/2016 → 03/2017
    West Point
    Indianapolis, IN
  • 08/2015 → 05/2017
    Eastern Illinois University
    Charleston, IL
  • 06/2017 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 06/2017 → 04/2021
    Equitable Advisors, Llc
    New York, NY
  • 04/2021 → Present
    Pnc Investments
    Pittsburgh, PA
Previous Registrations
Other Businesses

02/2024 / Treasurer / First Gig Rock Camp of Kids - Non-profit Music Performance Group / Non-investment related / Hours during trading hours: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-22
  • S66 Uniform Combined State Law Examination
    2017-08-22
Other Names
  • Jordan Greenlee
  • Jordan Garrett Greenlee

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SAVANT WEALTH MANAGEMENT
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
KRAFT FINANCIAL, LLC

Other Investors

SCOTT DUANE MILLER
GIOVANNI ANTONIO BERNETTI
Michele L Heller
H David Osnowitz
JOHN C. MEINHOLD
BRETT ARRON MCDANIEL
Mark Isaac Osnowitz
Susan Frances Elizarraras

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLOOMINGTON, IL
SAVANT WEALTH MANAGEMENT · Bloomington, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Bloomington, IL
SAVANT WEALTH MANAGEMENT · BLOOMINGTON, IL
LPL FINANCIAL LLC · BLOOMINGTON, IL
EDWARD JONES · BLOOMINGTON, IL
EDWARD JONES · Bloomington, IL
THRIVENT INVESTMENT MANAGEMENT INC. · BLOOMINGTON, IL

More in Bloomington, IL

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