Jatinderpal Singh Dhaliwal

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

• 08/2017 → 10/2017
  Morgan Stanley
  Fresno, CA
• 05/2015 → 07/2017
  T-Mobile
  Fresno, CA
• 08/2012 → 06/2017
  California State University, Fresno
  Fresno, CA
• 02/2018 → 08/2018
  First Command Financial Planning, Inc.
  Fort Worth, TX
• 11/2017 → 01/2018
  Unemployed
  Fresno, CA
• 11/2018 → 12/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fresno, CA
• 12/2018 → 12/2019
  Bank Of America, N.A.
  Fresno, CA
• 06/2021 → 11/2022
  Wells Fargo Clearing Services, Llc
  Los Banos, CA
• 06/2021 → 11/2022
  Wells Fargo Bank, Na
  Los Banos, CA
• 01/2020 → 05/2021
  Unemployed
  Fresno, CA
• 11/2022 → Present
  Pnc Investments Llc
  Clovis, CA

Previous Registrations

• 2021-07-27 → 2022-11-16
  Wells Fargo Clearing Services, Llc
  Fresno, CA
  Los Banos, CA
  Fresno, CA
• 2018-11-23 → 2020-01-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fresno, CA
• 2018-08-15 → 2018-09-13
  First Command Advisory Services
  Lemoore, CA
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-08-13

Other Names

• Jp Dhaliwal
• Jatinderpal Singh Dhaliwal
• Jatinderpal Dhaliwal
• Jatinderpal S Dhaliwal