Jason
Grant

Pnc Investments

CRD#5642366
Investment Advisor
in Kalamazoo, MI

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About this Advisor

Jason Grant is a financial advisor based in Kalamazoo, Michigan, working with Pnc Investments. Jason has previously held positions at Nylife Securities LLC, New York Life Insurance Company, Western Michigan Financial Group, Mass Mutual Life Insurance Company, Mml Investors Services, and Pnc Investments. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Jason is part of Pnc Investments, which operates out of Kalamazoo, Michigan. 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 63, Series 65

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

5299 W. Main
Kalamazoo, MI 49009

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Pnc Investments Brokerage Details

Total Assets Under Management

$23,895,732,856

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

1,475

MI Average: 41
Total Number of Accounts

152,189

MI Average: 3,342
Average Account Size

$157,014

MI 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

Jason Grant Work History

2018 - Present (6 years)

Pnc Investments

2017 - 2018 (1 year)

Mass Mutual Life Insurance Company

2017 - 2018 (1 year)

Mml Investors Services

2016 - 2018 (2 years)

Western Michigan Financial Group

2009 - 2017 (8 years)

Nylife Securities LLC

2009 - 2017 (8 years)

New York Life Insurance Company

Disclosures

Please visit the SEC profile of Jason Grant 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

George Warren
Charlotte, NC
Anthony Jones Jr
Jersey City, NJ
Marco Monroy
Green Valley, AZ
Eric Baker
Troy, MI
Sharmin Shanta
Cleveland, OH
Goran Tomic
Harwood Heights, IL
William Wyker
Athens, AL
Pete Angelokostopoulos
Rocky River, OH

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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