Jonathan
Daniels
Pnc Investments
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About this Advisor
Jonathan Daniels is a financial advisor operating in Richmond, Kentucky with 6 years of industry experience. Daniels works at Pnc Investments. Their career trajectory has included roles at Aldi, Century Mortgage, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Metlife Securities Inc, Mass Mutual and Pnc Investments. Daniels has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to work in Kentucky. Pnc Investments is a registered investment company that has its headquarters in Pittsburgh, PA. The firm has offices in 583 locations and a total of 1,218 financial advisors. It handles $22 billion in assets between its 152,386 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 203 charities and foundations. Of its 152,386 customer accounts, just 1% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm has a set of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors depend on which services are offered. However, fee types charged by Pnc Investments typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pnc Investments Brokerage Details
$21,629,770,547
1,218
152,386
$141,941
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jonathan Daniels Work History
Jonathan has been registered as a financial advisor for 6 years.*
Pnc Investments
Mass Mutual
Metlife Securities Inc
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Aldi
Century Mortgage
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Daniels 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
Pittsburgh, PA
Lansing, MI
Cleveland, OH
Pittsburgh, PA
Avon, IN
Dayton, OH
Emerson, NJ
Bernardsville, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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