About this Advisor
Jason Daniels is a financial advisor working out of West Palm Beach, Florida, with 10 years of experience as a financial advisor. Daniels is on the advisory team at Pnc Investments. They have spent all of their employment at Pnc Investments. Daniels maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Pnc Investments is a registered investment business headquartered in West Palm Beach, Florida. The company has offices in 804 locations and a total of 1,516 employees. It administers $26 billion in total assets across its 150,141 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 211 charities and foundations. Of its 150,141 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. Pnc Investments has a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically depend on the services provided. Fee types billed by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Pnc Investments Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jason Daniels Work History
Jason has 10 years of experience.
Jason Daniels has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Pnc Investments
West Palm Beach, FL
New Braunfels, TX
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact email@example.com.
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