Jason
Rodriguez

Pnc Investments

CRD#7235778
Investment Advisor
in Clifton, NJ

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About this Advisor

Jason Rodriguez is a financial advisor based out of Clifton, New Jersey, who has been in the industry for 10 years. Rodriguez is currently employed by Pnc Investments. During their career, Rodriguez has held roles at Pnc Bank, Sears Portrait Studio and Pnc Investments. Rodriguez holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in New Jersey. Pnc Investments is an advisory company that has its headquarters in Clifton, New Jersey. The company has offices in 804 locations and a total of 1,516 financial advisors. It handles $26 billion in assets between its 150,141 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 211 charities and foundations. Of its 150,141 customer accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets. The company offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management vary depending on the type of services provided. Fees charged by Pnc Investments typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

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

Disclosures

No

Office Location

955 Clifton Avenue
Clifton, NJ 07013

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Pnc Investments Brokerage Details

Total Assets Under Management

$26,424,820,270

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

1,516

NJ Average: 41
Total Number of Accounts

150,141

NJ Average: 3,342
Average Account Size

$176,000

NJ Average: $4,737,880

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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 Rodriguez Work History

Jason has 10 years of experience.

2020 - Present (2 years)

Pnc Investments

2013 - 2020 (7 years)

Pnc Bank

2012 - 2013 (1 year)

Sears Portrait Studio

Disclosures

Jason Rodriguez has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Pnc Investments

Samuel Annaian
Mars, PA
Joseph Geronimo
Pittsburgh, PA
Quentin Roos
Fredericksburg, VA
Marc Blount
Pittsburgh, PA
Brian Haschke
Canonsburg, PA
Christopher Todd
Dallas, TX
Mark Strunk Jr
Whitehall, PA
Ambreen Shahab
Fairfax, VA

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 profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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