Jordan
Greenlee

Pnc Investments

CRD#6795088
Investment Advisor
in Urbana, IL

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About this Advisor

Jordan Greenlee is a financial advisor based in Urbana, Illinois, working with Pnc Investments. Jordan has previously held positions at West Point, Eastern Illinois University, Schnuck'S, Supervalu, Axa Advisors, LLC, Equitable Advisors, LLC, and Pnc Investments. Jordan has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Jordan is part of Pnc Investments, which operates out of Urbana, Illinois. The firm has 572 offices and 1,475 employees. The firm manages assets totaling $23.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Pnc Investments includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

507 S. Broadway
Urbana, IL 61801

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Pnc Investments Brokerage Details

Total Assets Under Management

$23,895,732,856

IL Average: $15,833,994,310
Total Number of Employees

1,475

IL Average: 41
Total Number of Accounts

152,189

IL Average: 3,342
Average Account Size

$157,014

IL Average: $4,737,880

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jordan Greenlee Work History

2021 - Present (3 years)

Pnc Investments

2017 - 2020 (3 years)

Axa Advisors, LLC

2017 - 2021 (4 years)

Equitable Advisors, LLC

2016 - 2017 (1 year)

West Point

2015 - 2017 (2 years)

Eastern Illinois University

2015 - 2016 (1 year)

Schnuck'S

2012 - 2015 (3 years)

Supervalu

2012 - 2014 (2 years)

Eastern Illinois University

Disclosures

Please visit the SEC profile of Jordan Greenlee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pnc Investments

Nathan Hartwig
Taylor, MI
Aja Gross
Plano, TX
Ryan Strong
Annandale, VA
Alejandro Barrera
Bel Air, MD
Sharmin Shanta
Cleveland, OH
Brian Betz
Pittsburgh, PA
Eric Robbins
Charlotte, NC
David Mudrock
Potomac, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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